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 | $53,297 | $109,327-51.3% | $89,391-40.4% | $158,922-66.5% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.0%+25.8pp | 82.0%+11.8pp |
| Annual return | 14.68% | 345.68%-331.0pp | 245.62%-230.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,746 | $3,170-44.9% | $2,586-32.5% | $4,761-63.3% |
| Participant deferral / active EE | $3,590 | $4,598-21.9% | $3,890-7.7% | $5,982-40.0% |
| Admin fee / account holder | $3,397 | $6,153-44.8% | $4,881-30.4% | $11,246-69.8% |