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 | $62,011 | $152,587-59.4% | $125,175-50.5% | $152,861-59.4% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 22.37% | 54.84%-32.5pp | 43.79%-21.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,533 | $4,946-48.8% | $3,865-34.5% | $4,762-46.8% |
| Participant deferral / active EE | $4,006 | $5,868-31.7% | $4,937-18.9% | $5,850-31.5% |
| Admin fee / account holder | $577 | $13,434-95.7% | $9,702-94.0% | $11,596-95.0% |