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 | $51,344 | $175,202-70.7% | $149,673-65.7% | $139,434-63.2% |
| Participation rate | 84.2% | 83.4%+0.8pp | 78.8%+5.4pp | 80.3%+3.9pp |
| Annual return | 18.26% | 166.71%-148.4pp | 134.42%-116.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,773 | $5,474-67.6% | $4,818-63.2% | $4,751-62.7% |
| Participant deferral / active EE | $3,308 | $6,519-49.2% | $5,680-41.8% | $6,710-50.7% |
| Admin fee / account holder | $2,859 | $16,150-82.3% | $13,210-78.4% | $11,403-74.9% |