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 | $60,502 | $104,974-42.4% | $95,585-36.7% | $142,382-57.5% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 17.35% | 210.33%-193.0pp | 38.56%-21.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,585 | $2,779-43.0% | $2,527-37.3% | $4,299-63.1% |
| Participant deferral / active EE | $4,956 | $4,352+13.9% | $4,023+23.2% | $6,507-23.8% |
| Admin fee / account holder | $2,317 | $6,386-63.7% | $6,127-62.2% | $12,624-81.6% |