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 8-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 | $58,138 | $114,381-49.2% | $107,525-45.9% | $142,382-59.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 14.83% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,598 | $4,015-60.2% | $3,754-57.4% | $4,299-62.8% |
| Participant deferral / active EE | $11,604 | $5,564+108.6% | $5,116+126.8% | $6,507+78.3% |
| Admin fee / account holder | $55,220 | $9,860+460.0% | $8,919+519.1% | $12,624+337.4% |