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 | $63,735 | $179,726-64.5% | $156,263-59.2% | $142,382-55.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 14.16% | 77.86%-63.7pp | 59.47%-45.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,324 | $5,069-73.9% | $4,333-69.4% | $4,299-69.2% |
| Participant deferral / active EE | $2,292 | $6,956-67.1% | $6,158-62.8% | $6,507-64.8% |
| Admin fee / account holder | $310 | $17,272-98.2% | $14,255-97.8% | $12,624-97.5% |