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 | $64,705 | $179,726-64.0% | $156,263-58.6% | $142,382-54.6% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.9%+16.3pp | 80.1%+15.1pp |
| Annual return | 12.79% | 77.86%-65.1pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,879 | $5,069-62.9% | $4,333-56.6% | $4,299-56.3% |
| Participant deferral / active EE | $4,487 | $6,956-35.5% | $6,158-27.1% | $6,507-31.1% |
| Admin fee / account holder | $1,117 | $17,272-93.5% | $14,255-92.2% | $12,624-91.2% |