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 | $58,736 | $209,411-72.0% | $178,490-67.1% | $158,922-63.0% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 17.71% | 188.75%-171.0pp | 151.07%-133.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,663 | $5,706-70.9% | $5,011-66.8% | $4,761-65.1% |
| Participant deferral / active EE | $7,039 | $5,954+18.2% | $5,202+35.3% | $5,982+17.7% |
| Admin fee / account holder | $667 | $17,074-96.1% | $13,984-95.2% | $11,246-94.1% |