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 | $57,344 | $165,335-65.3% | $149,696-61.7% | $158,922-63.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 26.59% | 348.15%-321.6pp | 276.60%-250.0pp | 302.83%-276.2pp |
| Employer contribution / active EE | $2,342 | $5,103-54.1% | $4,644-49.6% | $4,761-50.8% |
| Participant deferral / active EE | $7,020 | $7,181-2.2% | $6,842+2.6% | $5,982+17.3% |
| Admin fee / account holder | $327 | $10,807-97.0% | $9,309-96.5% | $11,246-97.1% |