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 | $52,341 | $104,907-50.1% | $84,611-38.1% | $152,861-65.8% |
| Participation rate | 76.2% | 74.8%+1.4pp | 68.2%+8.0pp | 82.4%-6.3pp |
| Annual return | 18.09% | 373.79%-355.7pp | 258.74%-240.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $927 | $3,302-71.9% | $2,652-65.1% | $4,762-80.5% |
| Participant deferral / active EE | $5,956 | $4,688+27.1% | $3,899+52.8% | $5,850+1.8% |
| Admin fee / account holder | $354 | $6,241-94.3% | $4,912-92.8% | $11,596-96.9% |