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 | $53,856 | $91,037-40.8% | $71,671-24.9% | $147,584-63.5% |
| Participation rate | 93.8% | 76.1%+17.6pp | 68.7%+25.0pp | 82.8%+10.9pp |
| Annual return | 15.26% | 20.48%-5.2pp | 20.65%-5.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,317 | $3,327-30.4% | $2,460-5.8% | $4,876-52.5% |
| Participant deferral / active EE | $8,911 | $4,498+98.1% | $3,438+159.2% | $5,439+63.8% |
| Admin fee / account holder | $461 | $8,613-94.6% | $5,558-91.7% | $10,885-95.8% |