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 | $60,988 | $175,202-65.2% | $149,673-59.3% | $139,434-56.3% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 19.10% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,753 | $5,474-49.7% | $4,818-42.9% | $4,751-42.1% |
| Participant deferral / active EE | $7,215 | $6,519+10.7% | $5,680+27.0% | $6,710+7.5% |
| Admin fee / account holder | $765 | $16,150-95.3% | $13,210-94.2% | $11,403-93.3% |