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 | $54,045 | $109,327-50.6% | $89,391-39.5% | $158,922-66.0% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.0%+24.3pp | 82.0%+10.3pp |
| Annual return | 15.85% | 345.68%-329.8pp | 245.62%-229.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,230 | $3,170-29.6% | $2,586-13.7% | $4,761-53.2% |
| Participant deferral / active EE | $3,057 | $4,598-33.5% | $3,890-21.4% | $5,982-48.9% |
| Admin fee / account holder | $1,630 | $6,153-73.5% | $4,881-66.6% | $11,246-85.5% |