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 | $69,047 | $183,519-62.4% | $155,509-55.6% | $145,922-52.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.26% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,314 | $5,313-75.3% | $4,672-71.9% | $4,660-71.8% |
| Participant deferral / active EE | $2,608 | $6,462-59.6% | $5,626-53.7% | $6,688-61.0% |
| Admin fee / account holder | $1,369 | $19,313-92.9% | $15,912-91.4% | $13,397-89.8% |