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 | $52,604 | $124,319-57.7% | $111,297-52.7% | $167,490-68.6% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 15.87% | 37.44%-21.6pp | 54.65%-38.8pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,870 | $3,435-16.4% | $2,731+5.1% | $4,837-40.7% |
| Participant deferral / active EE | $4,881 | $5,180-5.8% | $4,487+8.8% | $6,341-23.0% |
| Admin fee / account holder | $3,711 | $10,618-65.0% | $7,964-53.4% | $12,309-69.8% |