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 | $53,801 | $117,841-54.3% | $102,423-47.5% | $145,922-63.1% |
| Participation rate | 77.3% | 78.6%-1.3pp | 76.5%+0.8pp | 80.3%-3.0pp |
| Annual return | 10.08% | 31.65%-21.6pp | 29.32%-19.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,118 | $3,615-13.8% | $3,023+3.1% | $4,660-33.1% |
| Participant deferral / active EE | $4,883 | $5,731-14.8% | $5,053-3.4% | $6,688-27.0% |
| Admin fee / account holder | $16,824 | $13,326+26.2% | $9,451+78.0% | $13,397+25.6% |