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 | $55,136 | $78,705-29.9% | $117,854-53.2% | $70,131-21.4% |
| Participation rate | 88.4% | 73.2%+15.2pp | 79.7%+8.8pp | 69.5%+18.9pp |
| Annual return | 14.66% | 23.30%-8.6pp | 335.08%-320.4pp | 73.14%-58.5pp |
| Employer contribution / active EE | $964 | $2,223-56.6% | $3,786-74.5% | $2,342-58.8% |
| Participant deferral / active EE | $3,788 | $3,297+14.9% | $4,482-15.5% | $3,332+13.7% |
| Admin fee / account holder | $4,421 | $5,065-12.7% | $8,020-44.9% | $4,645-4.8% |