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 | $68,678 | $124,281-44.7% | $109,143-37.1% | $167,490-59.0% |
| Participation rate | 78.9% | 79.4%-0.5pp | 75.9%+3.1pp | 82.1%-3.2pp |
| Annual return | 74.74% | 26.04%+48.7pp | 25.75%+49.0pp | 478.56%-403.8pp |
| Employer contribution / active EE | $2,255 | $4,207-46.4% | $3,722-39.4% | $4,837-53.4% |
| Participant deferral / active EE | $3,108 | $5,255-40.9% | $4,653-33.2% | $6,341-51.0% |
| Admin fee / account holder | $602 | $7,970-92.5% | $6,752-91.1% | $12,309-95.1% |