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 | $61,373 | $159,602-61.5% | $150,045-59.1% | $142,382-56.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 15.20% | 70.24%-55.0pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,414 | $4,961-11.0% | $4,693-5.9% | $4,299+2.7% |
| Participant deferral / active EE | $2,810 | $8,310-66.2% | $7,997-64.9% | $6,507-56.8% |
| Admin fee / account holder | $6,086 | $14,846-59.0% | $13,435-54.7% | $12,624-51.8% |