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 | $50,935 | $127,065-59.9% | $113,168-55.0% | $142,382-64.2% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 16.17% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $12,877 | $3,442+274.1% | $2,975+332.8% | $4,299+199.5% |
| Participant deferral / active EE | $2,687 | $5,716-53.0% | $5,107-47.4% | $6,507-58.7% |
| Admin fee / account holder | $4,291 | $15,736-72.7% | $12,068-64.4% | $12,624-66.0% |