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 | $61,887 | $202,318-69.4% | $172,739-64.2% | $152,861-59.5% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.4%+5.8pp |
| Annual return | 17.43% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,325 | $5,856-60.3% | $5,143-54.8% | $4,762-51.2% |
| Participant deferral / active EE | $3,133 | $5,948-47.3% | $5,198-39.7% | $5,850-46.4% |
| Admin fee / account holder | $11,763 | $17,109-31.2% | $13,954-15.7% | $11,596+1.4% |