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 | $55,415 | $114,381-51.6% | $107,525-48.5% | $142,382-61.1% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | 14.12% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,214 | $4,015-44.8% | $3,754-41.0% | $4,299-48.5% |
| Participant deferral / active EE | $5,445 | $5,564-2.1% | $5,116+6.4% | $6,507-16.3% |
| Admin fee / account holder | $4,718 | $9,860-52.1% | $8,919-47.1% | $12,624-62.6% |