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 | $48,170 | $144,119-66.6% | $117,854-59.1% | $147,584-67.4% |
| Participation rate | 76.9% | 83.4%-6.5pp | 79.7%-2.7pp | 82.8%-5.9pp |
| Annual return | 21.16% | 531.15%-510.0pp | 335.08%-313.9pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,983 | $4,896-39.1% | $3,786-21.2% | $4,876-38.8% |
| Participant deferral / active EE | $6,124 | $5,316+15.2% | $4,482+36.6% | $5,439+12.6% |
| Admin fee / account holder | $702 | $10,886-93.6% | $8,020-91.2% | $10,885-93.6% |