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 | $57,396 | $162,781-64.7% | $133,956-57.2% | $158,922-63.9% |
| Participation rate | 95.2% | 83.2%+12.0pp | 79.8%+15.4pp | 82.0%+13.3pp |
| Annual return | 39.52% | 41.94%-2.4pp | 45.09%-5.6pp | 302.83%-263.3pp |
| Employer contribution / active EE | $2,558 | $4,975-48.6% | $3,919-34.7% | $4,761-46.3% |
| Participant deferral / active EE | $4,013 | $5,911-32.1% | $5,048-20.5% | $5,982-32.9% |
| Admin fee / account holder | $6,607 | $11,736-43.7% | $8,927-26.0% | $11,246-41.2% |