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 | $54,860 | $165,335-66.8% | $149,696-63.4% | $158,922-65.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 13.37% | 348.15%-334.8pp | 276.60%-263.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,463 | $5,103-51.7% | $4,644-47.0% | $4,761-48.3% |
| Participant deferral / active EE | $3,870 | $7,181-46.1% | $6,842-43.4% | $5,982-35.3% |
| Admin fee / account holder | $33,356 | $10,807+208.7% | $9,309+258.3% | $11,246+196.6% |