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 | $67,983 | $162,781-58.2% | $133,956-49.2% | $158,922-57.2% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 23.07% | 41.94%-18.9pp | 45.09%-22.0pp | 302.83%-279.8pp |
| Employer contribution / active EE | $3,868 | $4,975-22.2% | $3,919-1.3% | $4,761-18.8% |
| Participant deferral / active EE | $5,395 | $5,911-8.7% | $5,048+6.9% | $5,982-9.8% |
| Admin fee / account holder | $1,639 | $11,736-86.0% | $8,927-81.6% | $11,246-85.4% |