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 | $50,113 | $176,056-71.5% | $159,436-68.6% | $167,490-70.1% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 13.29% | 331.75%-318.5pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,666 | $5,297-49.7% | $4,829-44.8% | $4,837-44.9% |
| Participant deferral / active EE | $5,990 | $7,750-22.7% | $7,352-18.5% | $6,341-5.5% |
| Admin fee / account holder | $2,397 | $12,554-80.9% | $10,799-77.8% | $12,309-80.5% |