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 8-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 | $56,973 | $114,381-50.2% | $107,525-47.0% | $142,382-60.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.87% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,792 | $4,015-55.4% | $3,754-52.3% | $4,299-58.3% |
| Participant deferral / active EE | $5,941 | $5,564+6.8% | $5,116+16.1% | $6,507-8.7% |
| Admin fee / account holder | $1,247 | $9,860-87.4% | $8,919-86.0% | $12,624-90.1% |