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 | $60,612 | $175,202-65.4% | $149,673-59.5% | $139,434-56.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.41% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,480 | $5,474-54.7% | $4,818-48.5% | $4,751-47.8% |
| Participant deferral / active EE | $5,208 | $6,519-20.1% | $5,680-8.3% | $6,710-22.4% |
| Admin fee / account holder | $794 | $16,150-95.1% | $13,210-94.0% | $11,403-93.0% |