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 | $57,890 | $183,519-68.5% | $155,509-62.8% | $145,922-60.3% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 12.06% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,764 | $5,313-66.8% | $4,672-62.3% | $4,660-62.2% |
| Participant deferral / active EE | $2,321 | $6,462-64.1% | $5,626-58.7% | $6,688-65.3% |
| Admin fee / account holder | $12,143 | $19,313-37.1% | $15,912-23.7% | $13,397-9.4% |