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 | $65,262 | $157,256-58.5% | $141,162-53.8% | $152,861-57.3% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 20.02% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,114 | $5,261-40.8% | $4,735-34.2% | $4,762-34.6% |
| Participant deferral / active EE | $9,773 | $7,109+37.5% | $6,709+45.7% | $5,850+67.1% |
| Admin fee / account holder | $9,958 | $12,120-17.8% | $10,261-3.0% | $11,596-14.1% |