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 | $55,676 | $144,119-61.4% | $117,854-52.8% | $147,584-62.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 18.32% | 531.15%-512.8pp | 335.08%-316.8pp | 578.55%-560.2pp |
| Employer contribution / active EE | $5,932 | $4,896+21.1% | $3,786+56.7% | $4,876+21.6% |
| Participant deferral / active EE | $5,981 | $5,316+12.5% | $4,482+33.5% | $5,439+10.0% |
| Admin fee / account holder | $30,312 | $10,886+178.5% | $8,020+278.0% | $10,885+178.5% |