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 | $56,437 | $106,515-47.0% | $96,683-41.6% | $139,434-59.5% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 15.57% | 38.43%-22.9pp | 35.69%-20.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,984 | $4,103-51.6% | $3,737-46.9% | $4,751-58.2% |
| Participant deferral / active EE | $4,189 | $5,454-23.2% | $4,878-14.1% | $6,710-37.6% |
| Admin fee / account holder | $629 | $7,877-92.0% | $6,730-90.6% | $11,403-94.5% |