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 | $50,241 | $80,717-37.8% | $154,803-67.5% | $84,808-40.8% |
| Participation rate | 90.2% | 66.8%+23.4pp | 78.1%+12.2pp | 68.3%+21.9pp |
| Annual return | 16.14% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,600 | $2,761-5.9% | $4,305-39.6% | $2,631-1.2% |
| Participant deferral / active EE | $7,439 | $3,303+125.2% | $5,540+34.3% | $4,212+76.6% |
| Admin fee / account holder | $1,382 | $6,746-79.5% | $14,329-90.4% | $7,344-81.2% |