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 | $63,668 | $114,381-44.3% | $107,525-40.8% | $142,382-55.3% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 12.65% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,435 | $4,015-39.4% | $3,754-35.1% | $4,299-43.4% |
| Participant deferral / active EE | $3,415 | $5,564-38.6% | $5,116-33.3% | $6,507-47.5% |
| Admin fee / account holder | $7,907 | $9,860-19.8% | $8,919-11.3% | $12,624-37.4% |