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 | $54,684 | $159,602-65.7% | $150,045-63.6% | $142,382-61.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 14.26% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,932 | $4,961-0.6% | $4,693+5.1% | $4,299+14.7% |
| Participant deferral / active EE | $3,702 | $8,310-55.4% | $7,997-53.7% | $6,507-43.1% |
| Admin fee / account holder | $18,845 | $14,846+26.9% | $13,435+40.3% | $12,624+49.3% |