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 | $49,911 | $157,256-68.3% | $141,162-64.6% | $152,861-67.3% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 27.13% | 64.32%-37.2pp | 71.39%-44.3pp | 345.32%-318.2pp |
| Employer contribution / active EE | $6,686 | $5,261+27.1% | $4,735+41.2% | $4,762+40.4% |
| Participant deferral / active EE | $9,280 | $7,109+30.5% | $6,709+38.3% | $5,850+58.6% |
| Admin fee / account holder | $3,703 | $12,120-69.4% | $10,261-63.9% | $11,596-68.1% |