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 | $56,482 | $115,882-51.3% | $100,516-43.8% | $158,922-64.5% |
| Participation rate | 92.3% | 81.6%+10.7pp | 79.4%+12.9pp | 82.0%+10.3pp |
| Annual return | 16.47% | 34.79%-18.3pp | 30.89%-14.4pp | 302.83%-286.4pp |
| Employer contribution / active EE | $982 | $4,103-76.1% | $3,418-71.3% | $4,761-79.4% |
| Participant deferral / active EE | $7,985 | $6,674+19.6% | $6,270+27.4% | $5,982+33.5% |
| Admin fee / account holder | $4,449 | $10,995-59.5% | $8,081-44.9% | $11,246-60.4% |