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 | $53,571 | $58,208-8.0% | $81,812-34.5% | $80,856-33.7% |
| Participation rate | 94.1% | 63.4%+30.7pp | 72.3%+21.8pp | 67.6%+26.5pp |
| Annual return | 12.42% | 41.66%-29.2pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,511 | $2,340+7.3% | $2,912-13.8% | $2,755-8.9% |
| Participant deferral / active EE | $5,923 | $3,281+80.5% | $4,319+37.2% | $4,296+37.9% |
| Admin fee / account holder | $5,027 | $4,981+0.9% | $7,386-31.9% | $6,918-27.3% |