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 | $56,330 | $124,319-54.7% | $111,297-49.4% | $167,490-66.4% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 10.66% | 37.44%-26.8pp | 54.65%-44.0pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,070 | $3,435-68.9% | $2,731-60.8% | $4,837-77.9% |
| Participant deferral / active EE | $7,358 | $5,180+42.0% | $4,487+64.0% | $6,341+16.0% |
| Admin fee / account holder | $453 | $10,618-95.7% | $7,964-94.3% | $12,309-96.3% |