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 | $63,010 | $198,466-68.3% | $170,442-63.0% | $147,584-57.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 16.89% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,789 | $6,184-71.1% | $5,433-67.1% | $4,876-63.3% |
| Participant deferral / active EE | $6,376 | $5,629+13.3% | $4,939+29.1% | $5,439+17.2% |
| Admin fee / account holder | $733 | $16,852-95.6% | $13,880-94.7% | $10,885-93.3% |