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 | $56,556 | $185,822-69.6% | $169,993-66.7% | $139,434-59.4% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 31.76% | 60.50%-28.7pp | 53.37%-21.6pp | 372.94%-341.2pp |
| Employer contribution / active EE | $1,571 | $7,590-79.3% | $6,785-76.9% | $4,751-66.9% |
| Participant deferral / active EE | $4,619 | $11,622-60.3% | $10,408-55.6% | $6,710-31.2% |
| Admin fee / account holder | $1,730 | $15,381-88.7% | $12,815-86.5% | $11,403-84.8% |