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 | $62,978 | $177,572-64.5% | $154,803-59.3% | $142,382-55.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 12.98% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,335 | $4,810-72.2% | $4,305-69.0% | $4,299-68.9% |
| Participant deferral / active EE | $2,407 | $6,272-61.6% | $5,540-56.6% | $6,507-63.0% |
| Admin fee / account holder | $15,772 | $16,786-6.0% | $14,329+10.1% | $12,624+24.9% |