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 | $50,915 | $154,117-67.0% | $129,995-60.8% | $139,434-63.5% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.5%+8.2pp | 80.3%+6.3pp |
| Annual return | 23.00% | 32.48%-9.5pp | -137.18%+160.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,870 | $5,289-64.6% | $4,320-56.7% | $4,751-60.6% |
| Participant deferral / active EE | $6,116 | $6,710-8.8% | $5,820+5.1% | $6,710-8.9% |
| Admin fee / account holder | $5,771 | $14,007-58.8% | $10,614-45.6% | $11,403-49.4% |