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 | $55,270 | $93,571-40.9% | $135,903-59.3% | $75,163-26.5% |
| Participation rate | 88.2% | 75.2%+13.1pp | 81.9%+6.3pp | 67.2%+21.0pp |
| Annual return | 26.50% | 30.90%-4.4pp | 68.23%-41.7pp | 160.62%-134.1pp |
| Employer contribution / active EE | $3,914 | $3,537+10.7% | $4,856-19.4% | $2,670+46.6% |
| Participant deferral / active EE | $9,239 | $6,404+44.3% | $7,758+19.1% | $4,125+124.0% |
| Admin fee / account holder | $9,729 | $6,975+39.5% | $10,762-9.6% | $5,651+72.2% |