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 | $55,675 | $209,411-73.4% | $178,490-68.8% | $158,922-65.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.96% | 188.75%-165.8pp | 151.07%-128.1pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,883 | $5,706-67.0% | $5,011-62.4% | $4,761-60.5% |
| Participant deferral / active EE | $4,304 | $5,954-27.7% | $5,202-17.3% | $5,982-28.1% |
| Admin fee / account holder | $2,398 | $17,074-86.0% | $13,984-82.8% | $11,246-78.7% |