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 | $62,275 | $114,381-45.6% | $107,525-42.1% | $142,382-56.3% |
| Participation rate | 78.3% | 78.1%+0.1pp | 75.1%+3.2pp | 80.1%-1.9pp |
| Annual return | 18.89% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,459 | $4,015-63.7% | $3,754-61.1% | $4,299-66.1% |
| Participant deferral / active EE | $3,323 | $5,564-40.3% | $5,116-35.0% | $6,507-48.9% |
| Admin fee / account holder | $9,374 | $9,860-4.9% | $8,919+5.1% | $12,624-25.7% |