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 | $52,021 | $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 | 18.58% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,651 | $5,706-53.5% | $5,011-47.1% | $4,761-44.3% |
| Participant deferral / active EE | $14,754 | $5,954+147.8% | $5,202+183.6% | $5,982+146.6% |
| Admin fee / account holder | $1,095 | $17,074-93.6% | $13,984-92.2% | $11,246-90.3% |