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 5-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 | $66,721 | $163,101-59.1% | $136,749-51.2% | $142,382-53.1% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 15.92% | 27.54%-11.6pp | 24.33%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,963 | $4,117-52.3% | $3,400-42.2% | $4,299-54.3% |
| Participant deferral / active EE | $3,636 | $5,585-34.9% | $4,692-22.5% | $6,507-44.1% |
| Admin fee / account holder | $848 | $14,318-94.1% | $11,386-92.6% | $12,624-93.3% |