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 7-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 | $50,051 | $176,056-71.6% | $159,436-68.6% | $167,490-70.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 16.99% | 331.75%-314.8pp | 263.57%-246.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $13,317 | $5,297+151.4% | $4,829+175.7% | $4,837+175.3% |
| Participant deferral / active EE | $10,403 | $7,750+34.2% | $7,352+41.5% | $6,341+64.0% |
| Admin fee / account holder | $3,318 | $12,554-73.6% | $10,799-69.3% | $12,309-73.0% |