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 | $61,632 | $209,411-70.6% | $178,490-65.5% | $158,922-61.2% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 19.73% | 188.75%-169.0pp | 151.07%-131.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,573 | $5,706-72.4% | $5,011-68.6% | $4,761-67.0% |
| Participant deferral / active EE | $3,540 | $5,954-40.5% | $5,202-31.9% | $5,982-40.8% |
| Admin fee / account holder | $852 | $17,074-95.0% | $13,984-93.9% | $11,246-92.4% |