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 | $58,662 | $175,202-66.5% | $149,673-60.8% | $139,434-57.9% |
| Participation rate | 89.5% | 83.4%+6.1pp | 78.8%+10.7pp | 80.3%+9.2pp |
| Annual return | 16.59% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,782 | $5,474-49.2% | $4,818-42.2% | $4,751-41.4% |
| Participant deferral / active EE | $4,576 | $6,519-29.8% | $5,680-19.4% | $6,710-31.8% |
| Admin fee / account holder | $1,965 | $16,150-87.8% | $13,210-85.1% | $11,403-82.8% |