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 9-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 | $61,734 | $114,381-46.0% | $107,525-42.6% | $142,382-56.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 19.29% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,171 | $4,015-45.9% | $3,754-42.2% | $4,299-49.5% |
| Participant deferral / active EE | $4,080 | $5,564-26.7% | $5,116-20.2% | $6,507-37.3% |
| Admin fee / account holder | $693 | $9,860-93.0% | $8,919-92.2% | $12,624-94.5% |