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 | $52,154 | $175,202-70.2% | $149,673-65.2% | $139,434-62.6% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 16.02% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,641 | $5,474-51.8% | $4,818-45.2% | $4,751-44.4% |
| Participant deferral / active EE | $4,306 | $6,519-33.9% | $5,680-24.2% | $6,710-35.8% |
| Admin fee / account holder | $1,548 | $16,150-90.4% | $13,210-88.3% | $11,403-86.4% |