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 | $69,078 | $183,519-62.4% | $155,509-55.6% | $145,922-52.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.03% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,134 | $5,313-41.0% | $4,672-32.9% | $4,660-32.7% |
| Participant deferral / active EE | $5,120 | $6,462-20.8% | $5,626-9.0% | $6,688-23.4% |
| Admin fee / account holder | $579 | $19,313-97.0% | $15,912-96.4% | $13,397-95.7% |