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 | $61,439 | $165,335-62.8% | $149,696-59.0% | $158,922-61.3% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 16.98% | 348.15%-331.2pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $3,048 | $5,103-40.3% | $4,644-34.4% | $4,761-36.0% |
| Participant deferral / active EE | $5,742 | $7,181-20.0% | $6,842-16.1% | $5,982-4.0% |
| Admin fee / account holder | $2,232 | $10,807-79.3% | $9,309-76.0% | $11,246-80.2% |