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 | $52,020 | $209,411-75.2% | $178,490-70.9% | $158,922-67.3% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 16.50% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $5,133 | $5,706-10.0% | $5,011+2.4% | $4,761+7.8% |
| Participant deferral / active EE | $4,119 | $5,954-30.8% | $5,202-20.8% | $5,982-31.2% |
| Admin fee / account holder | $3,206 | $17,074-81.2% | $13,984-77.1% | $11,246-71.5% |