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 | $61,696 | $157,256-60.8% | $141,162-56.3% | $152,861-59.6% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 18.25% | 64.32%-46.1pp | 71.39%-53.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,838 | $5,261-65.1% | $4,735-61.2% | $4,762-61.4% |
| Participant deferral / active EE | $2,999 | $7,109-57.8% | $6,709-55.3% | $5,850-48.7% |
| Admin fee / account holder | $4,778 | $12,120-60.6% | $10,261-53.4% | $11,596-58.8% |