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 | $58,881 | $157,256-62.6% | $141,162-58.3% | $152,861-61.5% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 16.93% | 64.32%-47.4pp | 71.39%-54.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,618 | $5,261-69.2% | $4,735-65.8% | $4,762-66.0% |
| Participant deferral / active EE | $5,035 | $7,109-29.2% | $6,709-25.0% | $5,850-13.9% |
| Admin fee / account holder | $614 | $12,120-94.9% | $10,261-94.0% | $11,596-94.7% |