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 | $63,450 | $183,519-65.4% | $155,509-59.2% | $145,922-56.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 9.71% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,305 | $5,313-56.6% | $4,672-50.7% | $4,660-50.5% |
| Participant deferral / active EE | $3,915 | $6,462-39.4% | $5,626-30.4% | $6,688-41.5% |
| Admin fee / account holder | $643 | $19,313-96.7% | $15,912-96.0% | $13,397-95.2% |