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 | $61,513 | $90,348-31.9% | $75,972-19.0% | $145,922-57.8% |
| Participation rate | 73.3% | 74.5%-1.1pp | 69.1%+4.3pp | 80.3%-6.9pp |
| Annual return | 12.70% | 620.88%-608.2pp | 359.55%-346.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,879 | $3,311-43.3% | $2,685-30.0% | $4,660-59.7% |
| Participant deferral / active EE | $2,186 | $5,162-57.6% | $4,255-48.6% | $6,688-67.3% |
| Admin fee / account holder | $9,366 | $8,467+10.6% | $6,467+44.8% | $13,397-30.1% |