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 | $61,364 | $183,519-66.6% | $155,509-60.5% | $145,922-57.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.49% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,271 | $5,313-57.2% | $4,672-51.4% | $4,660-51.3% |
| Participant deferral / active EE | $2,699 | $6,462-58.2% | $5,626-52.0% | $6,688-59.6% |
| Admin fee / account holder | $5,679 | $19,313-70.6% | $15,912-64.3% | $13,397-57.6% |