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 | $54,231 | $185,822-70.8% | $169,993-68.1% | $139,434-61.1% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 36.23% | 60.50%-24.3pp | 53.37%-17.1pp | 372.94%-336.7pp |
| Employer contribution / active EE | $4,001 | $7,590-47.3% | $6,785-41.0% | $4,751-15.8% |
| Participant deferral / active EE | $5,598 | $11,622-51.8% | $10,408-46.2% | $6,710-16.6% |
| Admin fee / account holder | $344 | $15,381-97.8% | $12,815-97.3% | $11,403-97.0% |