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 | $55,616 | $93,571-40.6% | $135,903-59.1% | $75,163-26.0% |
| Participation rate | 81.6% | 75.2%+6.5pp | 81.9%-0.3pp | 67.2%+14.4pp |
| Annual return | 26.09% | 30.90%-4.8pp | 68.23%-42.1pp | 160.62%-134.5pp |
| Employer contribution / active EE | $2,074 | $3,537-41.3% | $4,856-57.3% | $2,670-22.3% |
| Participant deferral / active EE | $4,695 | $6,404-26.7% | $7,758-39.5% | $4,125+13.8% |
| Admin fee / account holder | $1,782 | $6,975-74.5% | $10,762-83.4% | $5,651-68.5% |