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 | $50,247 | $77,899-35.5% | $149,673-66.4% | $75,163-33.2% |
| Participation rate | 73.1% | 65.6%+7.5pp | 78.8%-5.7pp | 67.2%+5.9pp |
| Annual return | 24.06% | 31.72%-7.7pp | 134.42%-110.4pp | 160.62%-136.6pp |
| Employer contribution / active EE | $2,575 | $3,137-17.9% | $4,818-46.6% | $2,670-3.6% |
| Participant deferral / active EE | $4,754 | $3,411+39.4% | $5,680-16.3% | $4,125+15.2% |
| Admin fee / account holder | $393 | $5,956-93.4% | $13,210-97.0% | $5,651-93.0% |