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 | $57,761 | $165,335-65.1% | $149,696-61.4% | $158,922-63.7% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 18.78% | 348.15%-329.4pp | 276.60%-257.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,955 | $5,103-61.7% | $4,644-57.9% | $4,761-58.9% |
| Participant deferral / active EE | $8,009 | $7,181+11.5% | $6,842+17.1% | $5,982+33.9% |
| Admin fee / account holder | $4,389 | $10,807-59.4% | $9,309-52.8% | $11,246-61.0% |