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 | $50,229 | $104,907-52.1% | $84,611-40.6% | $152,861-67.1% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.4%-11.0pp |
| Annual return | 33.47% | 373.79%-340.3pp | 258.74%-225.3pp | 345.32%-311.8pp |
| Employer contribution / active EE | $3,466 | $3,302+5.0% | $2,652+30.7% | $4,762-27.2% |
| Participant deferral / active EE | $8,544 | $4,688+82.3% | $3,899+119.2% | $5,850+46.0% |
| Admin fee / account holder | $6,003 | $6,241-3.8% | $4,912+22.2% | $11,596-48.2% |