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 | $49,297 | $169,032-70.8% | $129,207-61.8% | $145,922-66.2% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.6%+3.1pp | 80.3%-7.5pp |
| Annual return | 11.64% | 14330.11%-14318.5pp | 9417.33%-9405.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,448 | $5,537-37.7% | $4,153-17.0% | $4,660-26.0% |
| Participant deferral / active EE | $5,263 | $4,987+5.5% | $4,168+26.3% | $6,688-21.3% |
| Admin fee / account holder | $59,712 | $9,954+499.8% | $7,715+674.0% | $13,397+345.7% |