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 | $52,871 | $202,432-73.9% | $169,368-68.8% | $139,434-62.1% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 18.77% | 531.74%-513.0pp | 405.60%-386.8pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,539 | $4,692-45.9% | $4,013-36.7% | $4,751-46.6% |
| Participant deferral / active EE | $5,597 | $6,938-19.3% | $6,221-10.0% | $6,710-16.6% |
| Admin fee / account holder | $1,679 | $10,708-84.3% | $9,003-81.4% | $11,403-85.3% |