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 | $55,539 | $177,572-68.7% | $154,803-64.1% | $142,382-61.0% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 16.33% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,170 | $4,810+7.5% | $4,305+20.1% | $4,299+20.3% |
| Participant deferral / active EE | $1,894 | $6,272-69.8% | $5,540-65.8% | $6,507-70.9% |
| Admin fee / account holder | $2,289 | $16,786-86.4% | $14,329-84.0% | $12,624-81.9% |