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 | $58,913 | $198,466-70.3% | $170,442-65.4% | $147,584-60.1% |
| Participation rate | 78.3% | 88.0%-9.7pp | 83.6%-5.3pp | 82.8%-4.6pp |
| Annual return | 17.01% | 257.29%-240.3pp | 205.93%-188.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,874 | $6,184-69.7% | $5,433-65.5% | $4,876-61.6% |
| Participant deferral / active EE | $4,436 | $5,629-21.2% | $4,939-10.2% | $5,439-18.4% |
| Admin fee / account holder | $335 | $16,852-98.0% | $13,880-97.6% | $10,885-96.9% |