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 | $57,714 | $177,572-67.5% | $154,803-62.7% | $142,382-59.5% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 17.42% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,343 | $4,810-51.3% | $4,305-45.6% | $4,299-45.5% |
| Participant deferral / active EE | $3,995 | $6,272-36.3% | $5,540-27.9% | $6,507-38.6% |
| Admin fee / account holder | $1,063 | $16,786-93.7% | $14,329-92.6% | $12,624-91.6% |