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 | $56,884 | $202,432-71.9% | $169,368-66.4% | $139,434-59.2% |
| Participation rate | 81.8% | 81.1%+0.8pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 12.92% | 531.74%-518.8pp | 405.60%-392.7pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,160 | $4,692-75.3% | $4,013-71.1% | $4,751-75.6% |
| Participant deferral / active EE | $2,292 | $6,938-67.0% | $6,221-63.2% | $6,710-65.8% |
| Admin fee / account holder | $1,541 | $10,708-85.6% | $9,003-82.9% | $11,403-86.5% |