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 | $53,554 | $202,432-73.5% | $169,368-68.4% | $139,434-61.6% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 15.56% | 531.74%-516.2pp | 405.60%-390.0pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,463 | $4,692-47.5% | $4,013-38.6% | $4,751-48.2% |
| Participant deferral / active EE | $4,919 | $6,938-29.1% | $6,221-20.9% | $6,710-26.7% |
| Admin fee / account holder | $5,892 | $10,708-45.0% | $9,003-34.6% | $11,403-48.3% |