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 | $56,676 | $93,571-39.4% | $135,903-58.3% | $75,163-24.6% |
| Participation rate | 87.3% | 75.2%+12.1pp | 81.9%+5.4pp | 67.2%+20.1pp |
| Annual return | 42.13% | 30.90%+11.2pp | 68.23%-26.1pp | 160.62%-118.5pp |
| Employer contribution / active EE | $4,351 | $3,537+23.0% | $4,856-10.4% | $2,670+63.0% |
| Participant deferral / active EE | $5,814 | $6,404-9.2% | $7,758-25.1% | $4,125+40.9% |
| Admin fee / account holder | $954 | $6,975-86.3% | $10,762-91.1% | $5,651-83.1% |