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 | $60,828 | $103,376-41.2% | $87,100-30.2% | $152,861-60.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 28.09% | 28.10%0pp | 28.19%-0.1pp | 345.32%-317.2pp |
| Employer contribution / active EE | $1,432 | $3,220-55.5% | $2,521-43.2% | $4,762-69.9% |
| Participant deferral / active EE | $1,690 | $4,778-64.6% | $4,049-58.3% | $5,850-71.1% |
| Admin fee / account holder | $547 | $12,205-95.5% | $7,497-92.7% | $11,596-95.3% |