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 | $55,479 | $114,381-51.5% | $107,525-48.4% | $142,382-61.0% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 17.29% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,306 | $4,015-17.6% | $3,754-11.9% | $4,299-23.1% |
| Participant deferral / active EE | $4,486 | $5,564-19.4% | $5,116-12.3% | $6,507-31.1% |
| Admin fee / account holder | $1,469 | $9,860-85.1% | $8,919-83.5% | $12,624-88.4% |