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 | $48,546 | $210,648-77.0% | $177,989-72.7% | $145,922-66.7% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 13.79% | 385.86%-372.1pp | 294.48%-280.7pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,262 | $4,565-72.3% | $3,949-68.0% | $4,660-72.9% |
| Participant deferral / active EE | $1,831 | $6,958-73.7% | $6,276-70.8% | $6,688-72.6% |
| Admin fee / account holder | $8,476 | $12,013-29.4% | $10,363-18.2% | $13,397-36.7% |