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 | $59,910 | $183,519-67.4% | $155,509-61.5% | $145,922-58.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 10.28% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,679 | $5,313-68.4% | $4,672-64.1% | $4,660-64.0% |
| Participant deferral / active EE | $2,348 | $6,462-63.7% | $5,626-58.3% | $6,688-64.9% |
| Admin fee / account holder | $20,020 | $19,313+3.7% | $15,912+25.8% | $13,397+49.4% |