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 | $73,737 | $198,466-62.8% | $170,442-56.7% | $147,584-50.0% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 9.48% | 257.29%-247.8pp | 205.93%-196.4pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,332 | $6,184-62.3% | $5,433-57.1% | $4,876-52.2% |
| Participant deferral / active EE | $4,078 | $5,629-27.6% | $4,939-17.4% | $5,439-25.0% |
| Admin fee / account holder | $1,201 | $16,852-92.9% | $13,880-91.4% | $10,885-89.0% |