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 | $76,361 | $159,602-52.2% | $150,045-49.1% | $142,382-46.4% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 21.16% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,843 | $4,961-42.7% | $4,693-39.4% | $4,299-33.9% |
| Participant deferral / active EE | $5,158 | $8,310-37.9% | $7,997-35.5% | $6,507-20.7% |
| Admin fee / account holder | $20,491 | $14,846+38.0% | $13,435+52.5% | $12,624+62.3% |