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 | $59,251 | $198,466-70.1% | $170,442-65.2% | $147,584-59.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.17% | 257.29%-242.1pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,401 | $6,184-61.2% | $5,433-55.8% | $4,876-50.8% |
| Participant deferral / active EE | $3,901 | $5,629-30.7% | $4,939-21.0% | $5,439-28.3% |
| Admin fee / account holder | $1,313 | $16,852-92.2% | $13,880-90.5% | $10,885-87.9% |