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 | $58,578 | $160,055-63.4% | $140,016-58.2% | $135,375-56.7% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | 5.14% | 911.38%-906.2pp | 651.12%-646.0pp | 519.73%-514.6pp |
| Employer contribution / active EE | $1,756 | $6,420-72.6% | $5,606-68.7% | $4,779-63.2% |
| Participant deferral / active EE | $5,930 | $7,642-22.4% | $6,927-14.4% | $5,609+5.7% |
| Admin fee / account holder | $3,208 | $13,328-75.9% | $10,705-70.0% | $10,827-70.4% |