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 | $56,883 | $177,572-68.0% | $154,803-63.3% | $142,382-60.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.66% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,985 | $4,810-58.7% | $4,305-53.9% | $4,299-53.8% |
| Participant deferral / active EE | $3,507 | $6,272-44.1% | $5,540-36.7% | $6,507-46.1% |
| Admin fee / account holder | $4,974 | $16,786-70.4% | $14,329-65.3% | $12,624-60.6% |