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 | $55,371 | $179,726-69.2% | $156,263-64.6% | $142,382-61.1% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 17.14% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $11,755 | $5,069+131.9% | $4,333+171.3% | $4,299+173.4% |
| Participant deferral / active EE | $5,016 | $6,956-27.9% | $6,158-18.5% | $6,507-22.9% |
| Admin fee / account holder | $2,056 | $17,272-88.1% | $14,255-85.6% | $12,624-83.7% |