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 | $58,644 | $91,552-35.9% | $133,956-56.2% | $79,858-26.6% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | 13.29% | 61.85%-48.6pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,436 | $2,384-39.7% | $3,919-63.3% | $2,471-41.9% |
| Participant deferral / active EE | $3,902 | $3,733+4.5% | $5,048-22.7% | $3,740+4.3% |
| Admin fee / account holder | $2,803 | $6,321-55.7% | $8,927-68.6% | $5,306-47.2% |