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 | $59,619 | $176,056-66.1% | $159,436-62.6% | $167,490-64.4% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 23.58% | 331.75%-308.2pp | 263.57%-240.0pp | 478.56%-455.0pp |
| Employer contribution / active EE | $2,231 | $5,297-57.9% | $4,829-53.8% | $4,837-53.9% |
| Participant deferral / active EE | $6,362 | $7,750-17.9% | $7,352-13.5% | $6,341+0.3% |
| Admin fee / account holder | $1,757 | $12,554-86.0% | $10,799-83.7% | $12,309-85.7% |