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 | $76,036 | $175,202-56.6% | $149,673-49.2% | $139,434-45.5% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 16.00% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,406 | $5,474-74.3% | $4,818-70.8% | $4,751-70.4% |
| Participant deferral / active EE | $2,057 | $6,519-68.4% | $5,680-63.8% | $6,710-69.3% |
| Admin fee / account holder | $3,084 | $16,150-80.9% | $13,210-76.7% | $11,403-73.0% |