See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,650 | $175,202-63.7% | $149,673-57.5% | $139,434-54.4% |
| Participation rate | 95.7% | 83.4%+12.3pp | 78.8%+16.9pp | 80.3%+15.3pp |
| Annual return | 19.95% | 166.71%-146.8pp | 134.42%-114.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $6,871 | $5,474+25.5% | $4,818+42.6% | $4,751+44.6% |
| Participant deferral / active EE | $6,468 | $6,519-0.8% | $5,680+13.9% | $6,710-3.6% |
| Admin fee / account holder | $1,504 | $16,150-90.7% | $13,210-88.6% | $11,403-86.8% |