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 | $50,724 | $100,852-49.7% | $90,404-43.9% | $158,922-68.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 11.40% | 1724.20%-1712.8pp | 1293.02%-1281.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,236 | $3,689-66.5% | $3,262-62.1% | $4,761-74.1% |
| Participant deferral / active EE | $1,909 | $4,348-56.1% | $3,963-51.8% | $5,982-68.1% |
| Admin fee / account holder | $709 | $6,501-89.1% | $5,611-87.4% | $11,246-93.7% |