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 | $50,839 | $127,386-60.1% | $115,037-55.8% | $125,391-59.5% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | 4.87% | 31.28%-26.4pp | 26.14%-21.3pp | 282.22%-277.4pp |
| Employer contribution / active EE | $2,476 | $5,166-52.1% | $4,608-46.3% | $4,866-49.1% |
| Participant deferral / active EE | $5,535 | $6,423-13.8% | $6,026-8.2% | $5,352+3.4% |
| Admin fee / account holder | $380 | $9,516-96.0% | $8,175-95.4% | $9,540-96.0% |