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 | $57,258 | $165,335-65.4% | $149,696-61.8% | $158,922-64.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.22% | 348.15%-336.9pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $5,614 | $5,103+10.0% | $4,644+20.9% | $4,761+17.9% |
| Participant deferral / active EE | $9,166 | $7,181+27.6% | $6,842+34.0% | $5,982+53.2% |
| Admin fee / account holder | $34,850 | $10,807+222.5% | $9,309+274.4% | $11,246+209.9% |