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 | $54,537 | $198,466-72.5% | $170,442-68.0% | $147,584-63.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 16.43% | 257.29%-240.9pp | 205.93%-189.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,636 | $6,184-73.6% | $5,433-69.9% | $4,876-66.5% |
| Participant deferral / active EE | $4,454 | $5,629-20.9% | $4,939-9.8% | $5,439-18.1% |
| Admin fee / account holder | $304 | $16,852-98.2% | $13,880-97.8% | $10,885-97.2% |