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 | $62,774 | $142,405-55.9% | $115,157-45.5% | $152,861-58.9% |
| Participation rate | 71.4% | 82.4%-10.9pp | 75.9%-4.5pp | 82.4%-11.0pp |
| Annual return | 20.83% | 41.48%-20.6pp | 35.60%-14.8pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,327 | $4,010-66.9% | $3,179-58.3% | $4,762-72.1% |
| Participant deferral / active EE | $1,659 | $5,164-67.9% | $4,168-60.2% | $5,850-71.6% |
| Admin fee / account holder | $665 | $8,462-92.1% | $7,088-90.6% | $11,596-94.3% |