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 | $55,851 | $135,635-58.8% | $110,238-49.3% | $135,375-58.7% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.8%+5.2pp | 82.6%+2.4pp |
| Annual return | 36.75% | 513.19%-476.4pp | 314.74%-278.0pp | 519.73%-483.0pp |
| Employer contribution / active EE | $3,402 | $4,906-30.7% | $3,826-11.1% | $4,779-28.8% |
| Participant deferral / active EE | $6,186 | $5,506+12.3% | $4,672+32.4% | $5,609+10.3% |
| Admin fee / account holder | $558 | $11,457-95.1% | $8,547-93.5% | $10,827-94.8% |