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 | $59,336 | $232,540-74.5% | $185,117-67.9% | $147,584-59.8% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 16.71% | 43.03%-26.3pp | 40.50%-23.8pp | 578.55%-561.8pp |
| Employer contribution / active EE | $3,544 | $5,195-31.8% | $4,182-15.2% | $4,876-27.3% |
| Participant deferral / active EE | $4,403 | $5,834-24.5% | $5,045-12.7% | $5,439-19.0% |
| Admin fee / account holder | $2,471 | $10,275-76.0% | $8,159-69.7% | $10,885-77.3% |