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 | $54,396 | $165,335-67.1% | $149,696-63.7% | $158,922-65.8% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 18.71% | 348.15%-329.4pp | 276.60%-257.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,842 | $5,103-24.7% | $4,644-17.3% | $4,761-19.3% |
| Participant deferral / active EE | $9,447 | $7,181+31.5% | $6,842+38.1% | $5,982+57.9% |
| Admin fee / account holder | $7,930 | $10,807-26.6% | $9,309-14.8% | $11,246-29.5% |