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 | $59,266 | $114,381-48.2% | $107,525-44.9% | $142,382-58.4% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 16.61% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,200 | $4,015+29.5% | $3,754+38.5% | $4,299+20.9% |
| Participant deferral / active EE | $7,991 | $5,564+43.6% | $5,116+56.2% | $6,507+22.8% |
| Admin fee / account holder | $708 | $9,860-92.8% | $8,919-92.1% | $12,624-94.4% |