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 | $49,305 | $198,466-75.2% | $170,442-71.1% | $147,584-66.6% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 9.99% | 257.29%-247.3pp | 205.93%-195.9pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,967 | $6,184-68.2% | $5,433-63.8% | $4,876-59.7% |
| Participant deferral / active EE | $3,616 | $5,629-35.8% | $4,939-26.8% | $5,439-33.5% |
| Admin fee / account holder | $552 | $16,852-96.7% | $13,880-96.0% | $10,885-94.9% |