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 | $60,550 | $202,318-70.1% | $172,739-64.9% | $152,861-60.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 23.26% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,555 | $5,856-73.4% | $5,143-69.8% | $4,762-67.3% |
| Participant deferral / active EE | $3,843 | $5,948-35.4% | $5,198-26.1% | $5,850-34.3% |
| Admin fee / account holder | $1,470 | $17,109-91.4% | $13,954-89.5% | $11,596-87.3% |