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 | $64,228 | $202,432-68.3% | $169,368-62.1% | $139,434-53.9% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.81% | 531.74%-515.9pp | 405.60%-389.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,780 | $4,692-40.8% | $4,013-30.7% | $4,751-41.5% |
| Participant deferral / active EE | $7,484 | $6,938+7.9% | $6,221+20.3% | $6,710+11.5% |
| Admin fee / account holder | $6,528 | $10,708-39.0% | $9,003-27.5% | $11,403-42.7% |