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 | $58,300 | $217,402-73.2% | $185,823-68.6% | $167,490-65.2% |
| Participation rate | 93.3% | 86.0%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 15.28% | 148.36%-133.1pp | 122.05%-106.8pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,926 | $5,873-67.2% | $5,167-62.7% | $4,837-60.2% |
| Participant deferral / active EE | $3,614 | $6,356-43.1% | $5,568-35.1% | $6,341-43.0% |
| Admin fee / account holder | $921 | $19,811-95.3% | $16,237-94.3% | $12,309-92.5% |