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 | $55,096 | $81,632-32.5% | $70,449-21.8% | $158,922-65.3% |
| Participation rate | 85.7% | 77.7%+8.0pp | 75.1%+10.7pp | 82.0%+3.8pp |
| Annual return | 16.61% | 208.40%-191.8pp | 109.03%-92.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,559 | $3,217-51.6% | $2,737-43.0% | $4,761-67.3% |
| Participant deferral / active EE | $1,694 | $4,554-62.8% | $3,709-54.3% | $5,982-71.7% |
| Admin fee / account holder | $1,073 | $6,193-82.7% | $3,845-72.1% | $11,246-90.5% |