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 | $59,358 | $109,982-46.0% | $97,226-38.9% | $145,922-59.3% |
| Participation rate | 94.7% | 75.9%+18.8pp | 72.7%+22.1pp | 80.3%+14.5pp |
| Annual return | 11.55% | 242.90%-231.4pp | 75.13%-63.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,742 | $3,084-11.1% | $2,729+0.5% | $4,660-41.2% |
| Participant deferral / active EE | $4,248 | $4,676-9.1% | $4,264-0.4% | $6,688-36.5% |
| Admin fee / account holder | $1,692 | $6,221-72.8% | $5,654-70.1% | $13,397-87.4% |