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 | $45,417 | $148,534-69.4% | $135,903-66.6% | $139,434-67.4% |
| Participation rate | 84.2% | 83.9%+0.4pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 15.11% | 79.19%-64.1pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,303 | $5,243-75.2% | $4,856-73.2% | $4,751-72.6% |
| Participant deferral / active EE | $4,359 | $8,100-46.2% | $7,758-43.8% | $6,710-35.0% |
| Admin fee / account holder | $15,693 | $12,400+26.6% | $10,762+45.8% | $11,403+37.6% |