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 | $50,185 | $117,841-57.4% | $102,423-51.0% | $145,922-65.6% |
| Participation rate | 95.2% | 78.6%+16.7pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | 9.11% | 31.65%-22.5pp | 29.32%-20.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $3,637 | $3,615+0.6% | $3,023+20.3% | $4,660-21.9% |
| Participant deferral / active EE | $3,832 | $5,731-33.1% | $5,053-24.2% | $6,688-42.7% |
| Admin fee / account holder | $1,892 | $13,326-85.8% | $9,451-80.0% | $13,397-85.9% |