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 | $49,504 | $116,175-57.4% | $93,606-47.1% | $152,861-67.6% |
| Participation rate | 90.5% | 78.0%+12.4pp | 75.8%+14.6pp | 82.4%+8.0pp |
| Annual return | 22.31% | 35.96%-13.7pp | 32.76%-10.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,951 | $3,218-39.4% | $2,718-28.2% | $4,762-59.0% |
| Participant deferral / active EE | $3,917 | $4,603-14.9% | $4,069-3.7% | $5,850-33.0% |
| Admin fee / account holder | $375 | $10,748-96.5% | $7,888-95.3% | $11,596-96.8% |