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 | $62,985 | $77,634-18.9% | $156,549-59.8% | $62,891+0.1% |
| Participation rate | 88.9% | 71.2%+17.7pp | 84.0%+4.9pp | 69.3%+19.6pp |
| Annual return | 8.47% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $711 | $3,444-79.3% | $5,501-87.1% | $2,281-68.8% |
| Participant deferral / active EE | $3,487 | $3,045+14.5% | $4,871-28.4% | $3,203+8.9% |
| Admin fee / account holder | $1,315 | $5,561-76.3% | $13,027-89.9% | $4,296-69.4% |