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 | $62,737 | $127,065-50.6% | $113,168-44.6% | $142,382-55.9% |
| Participation rate | 79.2% | 79.2%0pp | 76.6%+2.6pp | 80.1%-1.0pp |
| Annual return | 15.97% | 24.03%-8.1pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,606 | $3,442-53.4% | $2,975-46.0% | $4,299-62.7% |
| Participant deferral / active EE | $5,207 | $5,716-8.9% | $5,107+2.0% | $6,507-20.0% |
| Admin fee / account holder | $12,552 | $15,736-20.2% | $12,068+4.0% | $12,624-0.6% |