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 | $48,124 | $202,318-76.2% | $172,739-72.1% | $152,861-68.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 15.60% | 1029.65%-1014.0pp | 802.84%-787.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $2,256 | $5,856-61.5% | $5,143-56.1% | $4,762-52.6% |
| Participant deferral / active EE | $3,252 | $5,948-45.3% | $5,198-37.4% | $5,850-44.4% |
| Admin fee / account holder | $39,323 | $17,109+129.8% | $13,954+181.8% | $11,596+239.1% |