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 | $52,428 | $109,327-52.0% | $89,391-41.3% | $158,922-67.0% |
| Participation rate | 81.0% | 74.3%+6.7pp | 68.0%+13.0pp | 82.0%-1.0pp |
| Annual return | 10.47% | 345.68%-335.2pp | 245.62%-235.1pp | 302.83%-292.4pp |
| Employer contribution / active EE | $624 | $3,170-80.3% | $2,586-75.9% | $4,761-86.9% |
| Participant deferral / active EE | $3,794 | $4,598-17.5% | $3,890-2.5% | $5,982-36.6% |
| Admin fee / account holder | $16,362 | $6,153+165.9% | $4,881+235.2% | $11,246+45.5% |