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 | $52,673 | $165,335-68.1% | $149,696-64.8% | $158,922-66.9% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 11.74% | 348.15%-336.4pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,036 | $5,103-60.1% | $4,644-56.2% | $4,761-57.2% |
| Participant deferral / active EE | $5,102 | $7,181-28.9% | $6,842-25.4% | $5,982-14.7% |
| Admin fee / account holder | $30,872 | $10,807+185.7% | $9,309+231.6% | $11,246+174.5% |