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 | $63,151 | $106,515-40.7% | $96,683-34.7% | $139,434-54.7% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 23.26% | 38.43%-15.2pp | 35.69%-12.4pp | 372.94%-349.7pp |
| Employer contribution / active EE | $2,573 | $4,103-37.3% | $3,737-31.1% | $4,751-45.8% |
| Participant deferral / active EE | $5,174 | $5,454-5.1% | $4,878+6.1% | $6,710-22.9% |
| Admin fee / account holder | $1,150 | $7,877-85.4% | $6,730-82.9% | $11,403-89.9% |