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 | $61,977 | $148,534-58.3% | $135,903-54.4% | $139,434-55.6% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 14.03% | 79.19%-65.2pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $4,236 | $5,243-19.2% | $4,856-12.8% | $4,751-10.8% |
| Participant deferral / active EE | $9,709 | $8,100+19.9% | $7,758+25.2% | $6,710+44.7% |
| Admin fee / account holder | $837 | $12,400-93.2% | $10,762-92.2% | $11,403-92.7% |