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 | $56,326 | $201,272-72.0% | $184,203-69.4% | $145,922-61.4% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 9.97% | 29.00%-19.0pp | 28.81%-18.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,370 | $7,022-66.2% | $6,427-63.1% | $4,660-49.1% |
| Participant deferral / active EE | $5,118 | $9,806-47.8% | $9,131-44.0% | $6,688-23.5% |
| Admin fee / account holder | $901 | $16,364-94.5% | $13,901-93.5% | $13,397-93.3% |