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 | $53,764 | $177,572-69.7% | $154,803-65.3% | $142,382-62.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.46% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $946 | $4,810-80.3% | $4,305-78.0% | $4,299-78.0% |
| Participant deferral / active EE | $4,226 | $6,272-32.6% | $5,540-23.7% | $6,507-35.1% |
| Admin fee / account holder | $3,541 | $16,786-78.9% | $14,329-75.3% | $12,624-71.9% |