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 | $60,532 | $209,411-71.1% | $178,490-66.1% | $158,922-61.9% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 14.33% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $8,657 | $5,706+51.7% | $5,011+72.8% | $4,761+81.8% |
| Participant deferral / active EE | $3,088 | $5,954-48.1% | $5,202-40.6% | $5,982-48.4% |
| Admin fee / account holder | $467 | $17,074-97.3% | $13,984-96.7% | $11,246-95.8% |