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 | $53,440 | $159,602-66.5% | $150,045-64.4% | $142,382-62.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.35% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,457 | $4,961-70.6% | $4,693-68.9% | $4,299-66.1% |
| Participant deferral / active EE | $3,070 | $8,310-63.1% | $7,997-61.6% | $6,507-52.8% |
| Admin fee / account holder | $1,223 | $14,846-91.8% | $13,435-90.9% | $12,624-90.3% |