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 | $64,925 | $157,256-58.7% | $141,162-54.0% | $152,861-57.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 20.67% | 64.32%-43.7pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,444 | $5,261-34.5% | $4,735-27.3% | $4,762-27.7% |
| Participant deferral / active EE | $10,031 | $7,109+41.1% | $6,709+49.5% | $5,850+71.5% |
| Admin fee / account holder | $748 | $12,120-93.8% | $10,261-92.7% | $11,596-93.5% |