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 | $55,087 | $106,515-48.3% | $96,683-43.0% | $139,434-60.5% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 14.63% | 38.43%-23.8pp | 35.69%-21.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $6,138 | $4,103+49.6% | $3,737+64.3% | $4,751+29.2% |
| Participant deferral / active EE | $1,731 | $5,454-68.3% | $4,878-64.5% | $6,710-74.2% |
| Admin fee / account holder | $1,869 | $7,877-76.3% | $6,730-72.2% | $11,403-83.6% |