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 | $54,516 | $74,888-27.2% | $71,209-23.4% | $142,382-61.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 21.88% | 345.14%-323.3pp | 282.51%-260.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $4,008 | $2,854+40.4% | $2,721+47.3% | $4,299-6.8% |
| Participant deferral / active EE | $15,609 | $4,454+250.4% | $4,175+273.9% | $6,507+139.9% |
| Admin fee / account holder | $3,024 | $5,568-45.7% | $5,349-43.5% | $12,624-76.0% |