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 | $56,288 | $183,519-69.3% | $155,509-63.8% | $145,922-61.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.06% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,668 | $5,313-49.8% | $4,672-42.9% | $4,660-42.7% |
| Participant deferral / active EE | $7,295 | $6,462+12.9% | $5,626+29.7% | $6,688+9.1% |
| Admin fee / account holder | $11,894 | $19,313-38.4% | $15,912-25.3% | $13,397-11.2% |