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 | $57,638 | $157,256-63.3% | $141,162-59.2% | $152,861-62.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 20.98% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $4,944 | $5,261-6.0% | $4,735+4.4% | $4,762+3.8% |
| Participant deferral / active EE | $11,122 | $7,109+56.4% | $6,709+65.8% | $5,850+90.1% |
| Admin fee / account holder | $2,182 | $12,120-82.0% | $10,261-78.7% | $11,596-81.2% |