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 8-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 | $74,992 | $148,534-49.5% | $135,903-44.8% | $139,434-46.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 13.91% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,387 | $5,243-35.4% | $4,856-30.2% | $4,751-28.7% |
| Participant deferral / active EE | $6,147 | $8,100-24.1% | $7,758-20.8% | $6,710-8.4% |
| Admin fee / account holder | $37,825 | $12,400+205.0% | $10,762+251.5% | $11,403+231.7% |