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 5-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 | $50,956 | $74,888-32.0% | $71,209-28.4% | $142,382-64.2% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 17.64% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,647 | $2,854-42.3% | $2,721-39.5% | $4,299-61.7% |
| Participant deferral / active EE | $9,451 | $4,454+112.2% | $4,175+126.4% | $6,507+45.2% |
| Admin fee / account holder | $2,311 | $5,568-58.5% | $5,349-56.8% | $12,624-81.7% |