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 | $62,354 | $159,602-60.9% | $150,045-58.4% | $142,382-56.2% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.3%-10.1pp | 80.1%-7.9pp |
| Annual return | 16.56% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,730 | $4,961-45.0% | $4,693-41.8% | $4,299-36.5% |
| Participant deferral / active EE | $8,524 | $8,310+2.6% | $7,997+6.6% | $6,507+31.0% |
| Admin fee / account holder | $1,504 | $14,846-89.9% | $13,435-88.8% | $12,624-88.1% |