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 | $63,350 | $64,324-1.5% | $118,925-46.7% | $79,858-20.7% |
| Participation rate | 74.1% | 64.9%+9.2pp | 75.4%-1.3pp | 69.6%+4.4pp |
| Annual return | 12.77% | 86.45%-73.7pp | 35.88%-23.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,381 | $1,836-24.8% | $3,263-57.7% | $2,471-44.1% |
| Participant deferral / active EE | $3,892 | $2,824+37.9% | $4,265-8.7% | $3,740+4.1% |
| Admin fee / account holder | $501 | $4,040-87.6% | $6,581-92.4% | $5,306-90.6% |