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 | $49,708 | $115,708-57.0% | $65,255-23.8% | $139,434-64.4% |
| Participation rate | 83.3% | 67.8%+15.5pp | 65.0%+18.4pp | 80.3%+3.0pp |
| Annual return | 18.45% | 31.19%-12.7pp | 47.35%-28.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $547 | $2,599-79.0% | $1,691-67.7% | $4,751-88.5% |
| Participant deferral / active EE | $3,528 | $4,240-16.8% | $2,831+24.6% | $6,710-47.4% |
| Admin fee / account holder | $529 | $6,698-92.1% | $4,112-87.1% | $11,403-95.4% |