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 | $56,447 | $81,632-30.9% | $70,449-19.9% | $158,922-64.5% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 16.55% | 208.40%-191.9pp | 109.03%-92.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,114 | $3,217-34.3% | $2,737-22.7% | $4,761-55.6% |
| Participant deferral / active EE | $4,955 | $4,554+8.8% | $3,709+33.6% | $5,982-17.2% |
| Admin fee / account holder | $19,139 | $6,193+209.1% | $3,845+397.7% | $11,246+70.2% |