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 | $63,466 | $159,602-60.2% | $150,045-57.7% | $142,382-55.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 20.09% | 70.24%-50.1pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,722 | $4,961-45.1% | $4,693-42.0% | $4,299-36.7% |
| Participant deferral / active EE | $5,773 | $8,310-30.5% | $7,997-27.8% | $6,507-11.3% |
| Admin fee / account holder | $1,145 | $14,846-92.3% | $13,435-91.5% | $12,624-90.9% |