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 | $56,753 | $165,335-65.7% | $149,696-62.1% | $158,922-64.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 13.58% | 348.15%-334.6pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $5,961 | $5,103+16.8% | $4,644+28.3% | $4,761+25.2% |
| Participant deferral / active EE | $10,403 | $7,181+44.9% | $6,842+52.1% | $5,982+73.9% |
| Admin fee / account holder | $17,375 | $10,807+60.8% | $9,309+86.7% | $11,246+54.5% |