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 | $65,163 | $217,402-70.0% | $185,823-64.9% | $167,490-61.1% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 11.36% | 148.36%-137.0pp | 122.05%-110.7pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,502 | $5,873-74.4% | $5,167-70.9% | $4,837-68.9% |
| Participant deferral / active EE | $2,404 | $6,356-62.2% | $5,568-56.8% | $6,341-62.1% |
| Admin fee / account holder | $25,187 | $19,811+27.1% | $16,237+55.1% | $12,309+104.6% |