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 | $69,839 | $159,901-56.3% | $146,958-52.5% | $145,922-52.1% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 9.70% | 98.13%-88.4pp | 418.34%-408.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,296 | $5,286-37.6% | $4,933-33.2% | $4,660-29.3% |
| Participant deferral / active EE | $5,775 | $8,428-31.5% | $8,070-28.4% | $6,688-13.7% |
| Admin fee / account holder | $2,519 | $15,044-83.3% | $12,998-80.6% | $13,397-81.2% |