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 | $58,582 | $183,519-68.1% | $155,509-62.3% | $145,922-59.9% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 9.15% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,945 | $5,313-44.6% | $4,672-37.0% | $4,660-36.8% |
| Participant deferral / active EE | $11,523 | $6,462+78.3% | $5,626+104.8% | $6,688+72.3% |
| Admin fee / account holder | $7,347 | $19,313-62.0% | $15,912-53.8% | $13,397-45.2% |