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 | $63,968 | $198,466-67.8% | $170,442-62.5% | $147,584-56.7% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 18.41% | 257.29%-238.9pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,490 | $6,184-75.9% | $5,433-72.6% | $4,876-69.4% |
| Participant deferral / active EE | $3,592 | $5,629-36.2% | $4,939-27.3% | $5,439-34.0% |
| Admin fee / account holder | $586 | $16,852-96.5% | $13,880-95.8% | $10,885-94.6% |