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 | $67,297 | $144,119-53.3% | $117,854-42.9% | $147,584-54.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 15.59% | 531.15%-515.6pp | 335.08%-319.5pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,821 | $4,896-62.8% | $3,786-51.9% | $4,876-62.7% |
| Participant deferral / active EE | $2,820 | $5,316-46.9% | $4,482-37.1% | $5,439-48.1% |
| Admin fee / account holder | $3,727 | $10,886-65.8% | $8,020-53.5% | $10,885-65.8% |