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 | $62,396 | $165,335-62.3% | $149,696-58.3% | $158,922-60.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.64% | 348.15%-330.5pp | 276.60%-259.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,513 | $5,103-70.4% | $4,644-67.4% | $4,761-68.2% |
| Participant deferral / active EE | $4,140 | $7,181-42.4% | $6,842-39.5% | $5,982-30.8% |
| Admin fee / account holder | $344 | $10,807-96.8% | $9,309-96.3% | $11,246-96.9% |