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 | $51,173 | $118,849-56.9% | $96,562-47.0% | $167,490-69.4% |
| Participation rate | 73.7% | 75.5%-1.8pp | 69.8%+3.9pp | 82.1%-8.4pp |
| Annual return | 16.42% | 50.49%-34.1pp | 37.78%-21.4pp | 478.56%-462.1pp |
| Employer contribution / active EE | $948 | $3,120-69.6% | $2,356-59.8% | $4,837-80.4% |
| Participant deferral / active EE | $1,985 | $4,616-57.0% | $3,849-48.4% | $6,341-68.7% |
| Admin fee / account holder | $6,754 | $8,065-16.3% | $6,181+9.3% | $12,309-45.1% |