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 | $48,936 | $81,632-40.1% | $70,449-30.5% | $158,922-69.2% |
| Participation rate | 82.6% | 77.7%+4.9pp | 75.1%+7.6pp | 82.0%+0.7pp |
| Annual return | 5.03% | 208.40%-203.4pp | 109.03%-104.0pp | 302.83%-297.8pp |
| Employer contribution / active EE | $2,336 | $3,217-27.4% | $2,737-14.6% | $4,761-50.9% |
| Participant deferral / active EE | $6,524 | $4,554+43.3% | $3,709+75.9% | $5,982+9.1% |
| Admin fee / account holder | $1,385 | $6,193-77.6% | $3,845-64.0% | $11,246-87.7% |