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 | $57,787 | $175,202-67.0% | $149,673-61.4% | $139,434-58.6% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 19.76% | 166.71%-146.9pp | 134.42%-114.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,416 | $5,474-55.9% | $4,818-49.9% | $4,751-49.2% |
| Participant deferral / active EE | $3,295 | $6,519-49.5% | $5,680-42.0% | $6,710-50.9% |
| Admin fee / account holder | $489 | $16,150-97.0% | $13,210-96.3% | $11,403-95.7% |