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 | $60,244 | $183,519-67.2% | $155,509-61.3% | $145,922-58.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.96% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,498 | $5,313-34.2% | $4,672-25.1% | $4,660-24.9% |
| Participant deferral / active EE | $6,298 | $6,462-2.5% | $5,626+11.9% | $6,688-5.8% |
| Admin fee / account holder | $955 | $19,313-95.1% | $15,912-94.0% | $13,397-92.9% |