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 | $53,631 | $226,064-76.3% | $182,532-70.6% | $152,861-64.9% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 16.03% | 192.51%-176.5pp | 148.54%-132.5pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,431 | $4,978-71.3% | $4,076-64.9% | $4,762-70.0% |
| Participant deferral / active EE | $3,372 | $6,368-47.0% | $5,524-39.0% | $5,850-42.4% |
| Admin fee / account holder | $2,878 | $10,703-73.1% | $8,592-66.5% | $11,596-75.2% |