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 | $62,554 | $165,984-62.3% | $164,813-62.0% | $145,922-57.1% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 18.15% | 100.03%-81.9pp | 69.93%-51.8pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,369 | $5,273-55.1% | $4,341-45.4% | $4,660-49.2% |
| Participant deferral / active EE | $5,612 | $6,959-19.4% | $6,031-6.9% | $6,688-16.1% |
| Admin fee / account holder | $1,495 | $16,648-91.0% | $12,690-88.2% | $13,397-88.8% |