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 | $53,550 | $117,841-54.6% | $102,423-47.7% | $145,922-63.3% |
| Participation rate | 79.2% | 78.6%+0.6pp | 76.5%+2.7pp | 80.3%-1.1pp |
| Annual return | 14.11% | 31.65%-17.5pp | 29.32%-15.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,934 | $3,615-46.5% | $3,023-36.0% | $4,660-58.5% |
| Participant deferral / active EE | $4,227 | $5,731-26.2% | $5,053-16.3% | $6,688-36.8% |
| Admin fee / account holder | $2,418 | $13,326-81.9% | $9,451-74.4% | $13,397-82.0% |