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 | $57,384 | $177,572-67.7% | $154,803-62.9% | $142,382-59.7% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 18.46% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,931 | $4,810-59.9% | $4,305-55.2% | $4,299-55.1% |
| Participant deferral / active EE | $4,190 | $6,272-33.2% | $5,540-24.4% | $6,507-35.6% |
| Admin fee / account holder | $614 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |