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 | $60,203 | $179,726-66.5% | $156,263-61.5% | $142,382-57.7% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 13.43% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,956 | $5,069-61.4% | $4,333-54.9% | $4,299-54.5% |
| Participant deferral / active EE | $5,357 | $6,956-23.0% | $6,158-13.0% | $6,507-17.7% |
| Admin fee / account holder | $11,272 | $17,272-34.7% | $14,255-20.9% | $12,624-10.7% |