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 | $55,546 | $165,984-66.5% | $164,813-66.3% | $145,922-61.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 12.26% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,917 | $5,273-44.7% | $4,341-32.8% | $4,660-37.4% |
| Participant deferral / active EE | $6,989 | $6,959+0.4% | $6,031+15.9% | $6,688+4.5% |
| Admin fee / account holder | $22,464 | $16,648+34.9% | $12,690+77.0% | $13,397+67.7% |