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 | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 21.35% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,784 | $4,810-62.9% | $4,305-58.6% | $4,299-58.5% |
| Participant deferral / active EE | $6,810 | $6,272+8.6% | $5,540+22.9% | $6,507+4.7% |
| Admin fee / account holder | $1,183 | $16,786-93.0% | $14,329-91.7% | $12,624-90.6% |