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 | $58,426 | $175,202-66.7% | $149,673-61.0% | $139,434-58.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 16.21% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,453 | $5,474-55.2% | $4,818-49.1% | $4,751-48.4% |
| Participant deferral / active EE | $4,655 | $6,519-28.6% | $5,680-18.0% | $6,710-30.6% |
| Admin fee / account holder | $12,550 | $16,150-22.3% | $13,210-5.0% | $11,403+10.1% |