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 | $54,661 | $114,381-52.2% | $107,525-49.2% | $142,382-61.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 15.98% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,430 | $4,015-64.4% | $3,754-61.9% | $4,299-66.7% |
| Participant deferral / active EE | $2,944 | $5,564-47.1% | $5,116-42.4% | $6,507-54.8% |
| Admin fee / account holder | $1,132 | $9,860-88.5% | $8,919-87.3% | $12,624-91.0% |