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 | $49,637 | $102,966-51.8% | $90,281-45.0% | $152,861-67.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 20.37% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $415 | $3,139-86.8% | $2,854-85.5% | $4,762-91.3% |
| Participant deferral / active EE | $2,764 | $4,281-35.5% | $3,885-28.9% | $5,850-52.8% |
| Admin fee / account holder | $602 | $6,171-90.2% | $5,351-88.8% | $11,596-94.8% |