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 | $49,097 | $127,386-61.5% | $115,037-57.3% | $125,391-60.8% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 1.47% | 31.28%-29.8pp | 26.14%-24.7pp | 282.22%-280.8pp |
| Employer contribution / active EE | $2,850 | $5,166-44.8% | $4,608-38.2% | $4,866-41.4% |
| Participant deferral / active EE | $10,275 | $6,423+60.0% | $6,026+70.5% | $5,352+92.0% |
| Admin fee / account holder | $2,244 | $9,516-76.4% | $8,175-72.6% | $9,540-76.5% |