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 | $52,090 | $165,335-68.5% | $149,696-65.2% | $158,922-67.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 17.23% | 348.15%-330.9pp | 276.60%-259.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $3,459 | $5,103-32.2% | $4,644-25.5% | $4,761-27.3% |
| Participant deferral / active EE | $7,394 | $7,181+3.0% | $6,842+8.1% | $5,982+23.6% |
| Admin fee / account holder | $6,001 | $10,807-44.5% | $9,309-35.5% | $11,246-46.6% |