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 | $64,882 | $105,859-38.7% | $90,160-28.0% | $147,584-56.0% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 15.85% | 37.63%-21.8pp | 34.88%-19.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $602 | $4,126-85.4% | $3,318-81.9% | $4,876-87.7% |
| Participant deferral / active EE | $3,578 | $5,733-37.6% | $5,288-32.3% | $5,439-34.2% |
| Admin fee / account holder | $1,815 | $8,046-77.4% | $5,943-69.5% | $10,885-83.3% |