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 9-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 | $53,197 | $111,754-52.4% | $103,333-48.5% | $145,922-63.5% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+15.0pp |
| Annual return | 10.11% | 24.77%-14.7pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,093 | $4,212-26.6% | $3,868-20.0% | $4,660-33.6% |
| Participant deferral / active EE | $2,417 | $5,619-57.0% | $5,057-52.2% | $6,688-63.9% |
| Admin fee / account holder | $1,143 | $9,750-88.3% | $8,355-86.3% | $13,397-91.5% |