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 | $60,764 | $177,572-65.8% | $154,803-60.7% | $142,382-57.3% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.1%+16.9pp | 80.1%+14.9pp |
| Annual return | 16.45% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,695 | $4,810-64.8% | $4,305-60.6% | $4,299-60.6% |
| Participant deferral / active EE | $2,464 | $6,272-60.7% | $5,540-55.5% | $6,507-62.1% |
| Admin fee / account holder | $736 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |