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 | $58,343 | $133,922-56.4% | $116,228-49.8% | $142,382-59.0% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 18.18% | 147.76%-129.6pp | 90.06%-71.9pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,052 | $3,446-11.4% | $2,994+1.9% | $4,299-29.0% |
| Participant deferral / active EE | $5,731 | $5,672+1.0% | $4,953+15.7% | $6,507-11.9% |
| Admin fee / account holder | $828 | $14,945-94.5% | $11,989-93.1% | $12,624-93.4% |