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 | $51,667 | $99,918-48.3% | $81,382-36.5% | $145,922-64.6% |
| Participation rate | 93.3% | 74.2%+19.2pp | 69.5%+23.8pp | 80.3%+13.1pp |
| Annual return | 11.56% | 34.32%-22.8pp | 24.73%-13.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $6,002 | $2,978+101.6% | $2,463+143.7% | $4,660+28.8% |
| Participant deferral / active EE | $1,635 | $4,605-64.5% | $3,883-57.9% | $6,688-75.5% |
| Admin fee / account holder | $461 | $8,212-94.4% | $5,768-92.0% | $13,397-96.6% |