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 | $62,956 | $152,587-58.7% | $125,175-49.7% | $152,861-58.8% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.4%+10.4pp |
| Annual return | 32.76% | 54.84%-22.1pp | 43.79%-11.0pp | 345.32%-312.6pp |
| Employer contribution / active EE | $2,603 | $4,946-47.4% | $3,865-32.6% | $4,762-45.3% |
| Participant deferral / active EE | $5,741 | $5,868-2.2% | $4,937+16.3% | $5,850-1.9% |
| Admin fee / account holder | $6,912 | $13,434-48.5% | $9,702-28.8% | $11,596-40.4% |