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 | $57,502 | $175,202-67.2% | $149,673-61.6% | $139,434-58.8% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 18.61% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,436 | $5,474-55.5% | $4,818-49.4% | $4,751-48.7% |
| Participant deferral / active EE | $6,841 | $6,519+4.9% | $5,680+20.4% | $6,710+2.0% |
| Admin fee / account holder | $1,422 | $16,150-91.2% | $13,210-89.2% | $11,403-87.5% |