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 | $57,228 | $157,256-63.6% | $141,162-59.5% | $152,861-62.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 19.35% | 64.32%-45.0pp | 71.39%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,446 | $5,261-34.5% | $4,735-27.2% | $4,762-27.6% |
| Participant deferral / active EE | $3,047 | $7,109-57.1% | $6,709-54.6% | $5,850-47.9% |
| Admin fee / account holder | $633 | $12,120-94.8% | $10,261-93.8% | $11,596-94.5% |