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 | $56,406 | $209,411-73.1% | $178,490-68.4% | $158,922-64.5% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 7.68% | 188.75%-181.1pp | 151.07%-143.4pp | 302.83%-295.1pp |
| Employer contribution / active EE | $1,473 | $5,706-74.2% | $5,011-70.6% | $4,761-69.1% |
| Participant deferral / active EE | $5,522 | $5,954-7.3% | $5,202+6.2% | $5,982-7.7% |
| Admin fee / account holder | $18,835 | $17,074+10.3% | $13,984+34.7% | $11,246+67.5% |