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 | $50,582 | $159,602-68.3% | $150,045-66.3% | $142,382-64.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.44% | 70.24%-40.8pp | 62.55%-33.1pp | 217.08%-187.6pp |
| Employer contribution / active EE | $5,089 | $4,961+2.6% | $4,693+8.4% | $4,299+18.4% |
| Participant deferral / active EE | $2,742 | $8,310-67.0% | $7,997-65.7% | $6,507-57.9% |
| Admin fee / account holder | $2,459 | $14,846-83.4% | $13,435-81.7% | $12,624-80.5% |