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 | $73,270 | $183,519-60.1% | $155,509-52.9% | $145,922-49.8% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 13.35% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,018 | $5,313-62.0% | $4,672-56.8% | $4,660-56.7% |
| Participant deferral / active EE | $2,540 | $6,462-60.7% | $5,626-54.9% | $6,688-62.0% |
| Admin fee / account holder | $884 | $19,313-95.4% | $15,912-94.4% | $13,397-93.4% |