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 | $50,594 | $175,202-71.1% | $149,673-66.2% | $139,434-63.7% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 15.06% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $7,013 | $5,474+28.1% | $4,818+45.6% | $4,751+47.6% |
| Participant deferral / active EE | $5,043 | $6,519-22.6% | $5,680-11.2% | $6,710-24.8% |
| Admin fee / account holder | $1,992 | $16,150-87.7% | $13,210-84.9% | $11,403-82.5% |