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 | $53,166 | $111,754-52.4% | $103,333-48.5% | $145,922-63.6% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 11.66% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,294 | $4,212-45.5% | $3,868-40.7% | $4,660-50.8% |
| Participant deferral / active EE | $5,714 | $5,619+1.7% | $5,057+13.0% | $6,688-14.6% |
| Admin fee / account holder | $617 | $9,750-93.7% | $8,355-92.6% | $13,397-95.4% |