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 | $60,428 | $176,812-65.8% | $146,665-58.8% | $167,490-63.9% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 12.82% | 24.03%-11.2pp | 22.74%-9.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,833 | $5,160-64.5% | $4,136-55.7% | $4,837-62.1% |
| Participant deferral / active EE | $6,382 | $6,440-0.9% | $5,506+15.9% | $6,341+0.6% |
| Admin fee / account holder | $320 | $13,259-97.6% | $10,280-96.9% | $12,309-97.4% |