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 | $61,349 | $159,901-61.6% | $146,958-58.3% | $145,922-58.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.08% | 98.13%-87.0pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,904 | $5,286-45.1% | $4,933-41.1% | $4,660-37.7% |
| Participant deferral / active EE | $3,999 | $8,428-52.6% | $8,070-50.4% | $6,688-40.2% |
| Admin fee / account holder | $35,626 | $15,044+136.8% | $12,998+174.1% | $13,397+165.9% |