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 | $65,061 | $198,466-67.2% | $170,442-61.8% | $147,584-55.9% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 14.08% | 257.29%-243.2pp | 205.93%-191.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,098 | $6,184-66.1% | $5,433-61.4% | $4,876-57.0% |
| Participant deferral / active EE | $4,684 | $5,629-16.8% | $4,939-5.2% | $5,439-13.9% |
| Admin fee / account holder | $2,689 | $16,852-84.0% | $13,880-80.6% | $10,885-75.3% |