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 | $56,220 | $109,327-48.6% | $89,391-37.1% | $158,922-64.6% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 15.67% | 345.68%-330.0pp | 245.62%-229.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,050 | $3,170-35.3% | $2,586-20.7% | $4,761-56.9% |
| Participant deferral / active EE | $2,803 | $4,598-39.1% | $3,890-28.0% | $5,982-53.2% |
| Admin fee / account holder | $307 | $6,153-95.0% | $4,881-93.7% | $11,246-97.3% |