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 | $50,491 | $117,841-57.2% | $102,423-50.7% | $145,922-65.4% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 10.07% | 31.65%-21.6pp | 29.32%-19.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,354 | $3,615-34.9% | $3,023-22.1% | $4,660-49.5% |
| Participant deferral / active EE | $7,101 | $5,731+23.9% | $5,053+40.5% | $6,688+6.2% |
| Admin fee / account holder | $26,005 | $13,326+95.1% | $9,451+175.2% | $13,397+94.1% |