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 | $60,349 | $74,888-19.4% | $71,209-15.3% | $142,382-57.6% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 15.13% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,279 | $2,854+49.9% | $2,721+57.3% | $4,299-0.5% |
| Participant deferral / active EE | $5,039 | $4,454+13.1% | $4,175+20.7% | $6,507-22.6% |
| Admin fee / account holder | $1,395 | $5,568-75.0% | $5,349-73.9% | $12,624-89.0% |