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 | $55,767 | $133,922-58.4% | $116,228-52.0% | $142,382-60.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.6%+14.3pp | 80.1%+8.8pp |
| Annual return | 12.86% | 147.76%-134.9pp | 90.06%-77.2pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,088 | $3,446-39.4% | $2,994-30.3% | $4,299-51.4% |
| Participant deferral / active EE | $2,802 | $5,672-50.6% | $4,953-43.4% | $6,507-56.9% |
| Admin fee / account holder | $1,235 | $14,945-91.7% | $11,989-89.7% | $12,624-90.2% |