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 | $57,391 | $214,378-73.2% | $200,582-71.4% | $142,382-59.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 13.14% | 46.41%-33.3pp | 42.33%-29.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,529 | $6,841-48.4% | $6,419-45.0% | $4,299-17.9% |
| Participant deferral / active EE | $5,304 | $9,865-46.2% | $9,331-43.2% | $6,507-18.5% |
| Admin fee / account holder | $8,449 | $17,692-52.2% | $16,305-48.2% | $12,624-33.1% |