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 | $55,433 | $209,411-73.5% | $178,490-68.9% | $158,922-65.1% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 10.65% | 188.75%-178.1pp | 151.07%-140.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,911 | $5,706-66.5% | $5,011-61.9% | $4,761-59.9% |
| Participant deferral / active EE | $5,458 | $5,954-8.3% | $5,202+4.9% | $5,982-8.8% |
| Admin fee / account holder | $17,951 | $17,074+5.1% | $13,984+28.4% | $11,246+59.6% |