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 | $51,416 | $197,591-74.0% | $177,821-71.1% | $158,922-67.6% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 19.61% | 58.76%-39.1pp | 48.32%-28.7pp | 302.83%-283.2pp |
| Employer contribution / active EE | $5,098 | $6,697-23.9% | $5,918-13.9% | $4,761+7.1% |
| Participant deferral / active EE | $11,634 | $8,405+38.4% | $7,714+50.8% | $5,982+94.5% |
| Admin fee / account holder | $11,763 | $15,399-23.6% | $12,427-5.3% | $11,246+4.6% |