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 | $60,193 | $63,346-5.0% | $92,233-34.7% | $70,131-14.2% |
| Participation rate | 73.1% | 68.7%+4.4pp | 76.5%-3.4pp | 69.5%+3.5pp |
| Annual return | 16.23% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,064 | $2,471-57.0% | $3,679-71.1% | $2,342-54.6% |
| Participant deferral / active EE | $1,663 | $2,854-41.7% | $3,897-57.3% | $3,332-50.1% |
| Admin fee / account holder | $1,168 | $3,840-69.6% | $5,194-77.5% | $4,645-74.9% |