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 | $55,656 | $183,519-69.7% | $155,509-64.2% | $145,922-61.9% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 17.39% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,917 | $5,313-63.9% | $4,672-59.0% | $4,660-58.9% |
| Participant deferral / active EE | $2,589 | $6,462-59.9% | $5,626-54.0% | $6,688-61.3% |
| Admin fee / account holder | $23,261 | $19,313+20.4% | $15,912+46.2% | $13,397+73.6% |