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 | $63,704 | $177,572-64.1% | $154,803-58.8% | $142,382-55.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 11.46% | 65.07%-53.6pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,358 | $4,810-51.0% | $4,305-45.2% | $4,299-45.2% |
| Participant deferral / active EE | $3,758 | $6,272-40.1% | $5,540-32.2% | $6,507-42.2% |
| Admin fee / account holder | $1,691 | $16,786-89.9% | $14,329-88.2% | $12,624-86.6% |