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 | $58,284 | $175,202-66.7% | $149,673-61.1% | $139,434-58.2% |
| Participation rate | 88.2% | 83.4%+4.9pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 18.76% | 166.71%-147.9pp | 134.42%-115.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $4,631 | $5,474-15.4% | $4,818-3.9% | $4,751-2.5% |
| Participant deferral / active EE | $6,174 | $6,519-5.3% | $5,680+8.7% | $6,710-8.0% |
| Admin fee / account holder | $1,408 | $16,150-91.3% | $13,210-89.3% | $11,403-87.7% |