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 | $64,208 | $95,416-32.7% | $185,823-65.4% | $85,850-25.2% |
| Participation rate | 97.7% | 68.8%+29.0pp | 81.7%+16.0pp | 69.3%+28.4pp |
| Annual return | 16.03% | 23.59%-7.6pp | 122.05%-106.0pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,845 | $3,314-14.1% | $5,167-44.9% | $2,565+10.9% |
| Participant deferral / active EE | $4,651 | $3,423+35.8% | $5,568-16.5% | $3,952+17.7% |
| Admin fee / account holder | $451 | $7,213-93.8% | $16,237-97.2% | $6,260-92.8% |