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 | $55,213 | $175,202-68.5% | $149,673-63.1% | $139,434-60.4% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 11.71% | 166.71%-155.0pp | 134.42%-122.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,797 | $5,474-48.9% | $4,818-42.0% | $4,751-41.1% |
| Participant deferral / active EE | $6,073 | $6,519-6.8% | $5,680+6.9% | $6,710-9.5% |
| Admin fee / account holder | $17,987 | $16,150+11.4% | $13,210+36.2% | $11,403+57.7% |