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 | $58,756 | $74,888-21.5% | $71,209-17.5% | $142,382-58.7% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.1%+15.1pp |
| Annual return | 15.98% | 345.14%-329.2pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,208 | $2,854-22.6% | $2,721-18.8% | $4,299-48.6% |
| Participant deferral / active EE | $5,885 | $4,454+32.1% | $4,175+41.0% | $6,507-9.6% |
| Admin fee / account holder | $12,074 | $5,568+116.8% | $5,349+125.7% | $12,624-4.4% |