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 | $59,509 | $177,572-66.5% | $154,803-61.6% | $142,382-58.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.89% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $6,154 | $4,810+27.9% | $4,305+42.9% | $4,299+43.1% |
| Participant deferral / active EE | $3,745 | $6,272-40.3% | $5,540-32.4% | $6,507-42.5% |
| Admin fee / account holder | $368 | $16,786-97.8% | $14,329-97.4% | $12,624-97.1% |