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 | $53,616 | $159,602-66.4% | $150,045-64.3% | $142,382-62.3% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 16.14% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,113 | $4,961-37.3% | $4,693-33.7% | $4,299-27.6% |
| Participant deferral / active EE | $4,461 | $8,310-46.3% | $7,997-44.2% | $6,507-31.4% |
| Admin fee / account holder | $1,023 | $14,846-93.1% | $13,435-92.4% | $12,624-91.9% |