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 | $56,461 | $201,272-71.9% | $184,203-69.3% | $145,922-61.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 11.91% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,887 | $7,022-58.9% | $6,427-55.1% | $4,660-38.0% |
| Participant deferral / active EE | $6,483 | $9,806-33.9% | $9,131-29.0% | $6,688-3.1% |
| Admin fee / account holder | $1,666 | $16,364-89.8% | $13,901-88.0% | $13,397-87.6% |