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 | $58,645 | $157,256-62.7% | $141,162-58.5% | $152,861-61.6% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 21.57% | 64.32%-42.8pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,222 | $5,261-76.8% | $4,735-74.2% | $4,762-74.3% |
| Participant deferral / active EE | $12,366 | $7,109+73.9% | $6,709+84.3% | $5,850+111.4% |
| Admin fee / account holder | $7,104 | $12,120-41.4% | $10,261-30.8% | $11,596-38.7% |