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 | $54,508 | $209,411-74.0% | $178,490-69.5% | $158,922-65.7% |
| Participation rate | 95.5% | 86.3%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 11.10% | 188.75%-177.6pp | 151.07%-140.0pp | 302.83%-291.7pp |
| Employer contribution / active EE | $5,438 | $5,706-4.7% | $5,011+8.5% | $4,761+14.2% |
| Participant deferral / active EE | $2,394 | $5,954-59.8% | $5,202-54.0% | $5,982-60.0% |
| Admin fee / account holder | $6,625 | $17,074-61.2% | $13,984-52.6% | $11,246-41.1% |