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 | $54,646 | $117,841-53.6% | $102,423-46.6% | $145,922-62.6% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 9.20% | 31.65%-22.4pp | 29.32%-20.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,265 | $3,615-37.3% | $3,023-25.1% | $4,660-51.4% |
| Participant deferral / active EE | $5,780 | $5,731+0.9% | $5,053+14.4% | $6,688-13.6% |
| Admin fee / account holder | $13,931 | $13,326+4.5% | $9,451+47.4% | $13,397+4.0% |