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 | $52,732 | $180,449-70.8% | $154,107-65.8% | $135,375-61.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | 2.22% | 888.09%-885.9pp | 735.12%-732.9pp | 519.73%-517.5pp |
| Employer contribution / active EE | $8,228 | $6,035+36.3% | $5,298+55.3% | $4,779+72.2% |
| Participant deferral / active EE | $4,948 | $5,806-14.8% | $5,081-2.6% | $5,609-11.8% |
| Admin fee / account holder | $166,209 | $16,143+929.6% | $13,411+1139.4% | $10,827+1435.1% |