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 9-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 | $55,339 | $117,841-53.0% | $102,423-46.0% | $145,922-62.1% |
| Participation rate | 86.4% | 78.6%+7.8pp | 76.5%+9.9pp | 80.3%+6.1pp |
| Annual return | 10.89% | 31.65%-20.8pp | 29.32%-18.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,802 | $3,615-22.5% | $3,023-7.3% | $4,660-39.9% |
| Participant deferral / active EE | $5,566 | $5,731-2.9% | $5,053+10.1% | $6,688-16.8% |
| Admin fee / account holder | $1,088 | $13,326-91.8% | $9,451-88.5% | $13,397-91.9% |