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 | $57,040 | $157,256-63.7% | $141,162-59.6% | $152,861-62.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 27.99% | 64.32%-36.3pp | 71.39%-43.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $2,432 | $5,261-53.8% | $4,735-48.6% | $4,762-48.9% |
| Participant deferral / active EE | $4,993 | $7,109-29.8% | $6,709-25.6% | $5,850-14.7% |
| Admin fee / account holder | $526 | $12,120-95.7% | $10,261-94.9% | $11,596-95.5% |