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 | $52,672 | $177,572-70.3% | $154,803-66.0% | $142,382-63.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 15.04% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,752 | $4,810-42.8% | $4,305-36.1% | $4,299-36.0% |
| Participant deferral / active EE | $5,782 | $6,272-7.8% | $5,540+4.4% | $6,507-11.1% |
| Admin fee / account holder | $3,453 | $16,786-79.4% | $14,329-75.9% | $12,624-72.7% |