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 | $55,302 | $165,335-66.6% | $149,696-63.1% | $158,922-65.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.42% | 348.15%-332.7pp | 276.60%-261.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,814 | $5,103-64.5% | $4,644-60.9% | $4,761-61.9% |
| Participant deferral / active EE | $3,403 | $7,181-52.6% | $6,842-50.3% | $5,982-43.1% |
| Admin fee / account holder | $6,689 | $10,807-38.1% | $9,309-28.1% | $11,246-40.5% |