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 | $52,464 | $144,119-63.6% | $117,854-55.5% | $147,584-64.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 13.82% | 531.15%-517.3pp | 335.08%-321.3pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,439 | $4,896-70.6% | $3,786-62.0% | $4,876-70.5% |
| Participant deferral / active EE | $3,461 | $5,316-34.9% | $4,482-22.8% | $5,439-36.4% |
| Admin fee / account holder | $858 | $10,886-92.1% | $8,020-89.3% | $10,885-92.1% |