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 | $49,403 | $135,952-63.7% | $123,892-60.1% | $273,961-82.0% |
| Participation rate | 73.3% | 84.1%-10.7pp | 81.4%-8.1pp | 83.0%-9.7pp |
| Annual return | 8.97% | 56.63%-47.7pp | 47.52%-38.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,756 | $5,170-46.7% | $4,617-40.3% | $4,869-43.4% |
| Participant deferral / active EE | $7,895 | $6,343+24.5% | $5,984+31.9% | $5,287+49.3% |
| Admin fee / account holder | $994 | $9,817-89.9% | $8,357-88.1% | $10,132-90.2% |