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 | $51,141 | $150,440-66.0% | $136,294-62.5% | $147,584-65.3% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 15.74% | 1049.08%-1033.3pp | 5155.94%-5140.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,846 | $5,256-64.9% | $4,695-60.7% | $4,876-62.1% |
| Participant deferral / active EE | $8,823 | $6,630+33.1% | $6,247+41.2% | $5,439+62.2% |
| Admin fee / account holder | $2,892 | $10,905-73.5% | $9,243-68.7% | $10,885-73.4% |