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 | $55,088 | $115,882-52.5% | $100,516-45.2% | $158,922-65.3% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 10.92% | 34.79%-23.9pp | 30.89%-20.0pp | 302.83%-291.9pp |
| Employer contribution / active EE | $3,478 | $4,103-15.2% | $3,418+1.8% | $4,761-27.0% |
| Participant deferral / active EE | $5,629 | $6,674-15.7% | $6,270-10.2% | $5,982-5.9% |
| Admin fee / account holder | $5,406 | $10,995-50.8% | $8,081-33.1% | $11,246-51.9% |