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 | $55,969 | $117,841-52.5% | $102,423-45.4% | $145,922-61.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 13.25% | 31.65%-18.4pp | 29.32%-16.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,756 | $3,615+3.9% | $3,023+24.2% | $4,660-19.4% |
| Participant deferral / active EE | $9,812 | $5,731+71.2% | $5,053+94.2% | $6,688+46.7% |
| Admin fee / account holder | $28,843 | $13,326+116.4% | $9,451+205.2% | $13,397+115.3% |