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 | $56,937 | $133,958-57.5% | $112,228-49.3% | $134,475-57.7% |
| Participation rate | 79.2% | 78.6%+0.6pp | 75.1%+4.1pp | 81.2%-2.1pp |
| Annual return | 6.69% | 47.11%-40.4pp | 27.45%-20.8pp | 417.96%-411.3pp |
| Employer contribution / active EE | $2,323 | $4,038-42.5% | $3,635-36.1% | $4,740-51.0% |
| Participant deferral / active EE | $5,746 | $5,291+8.6% | $4,728+21.5% | $6,400-10.2% |
| Admin fee / account holder | $15,860 | $7,489+111.8% | $6,410+147.4% | $11,426+38.8% |