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 | $50,530 | $112,096-54.9% | $95,952-47.3% | $158,922-68.2% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 14.62% | 171.09%-156.5pp | 91.61%-77.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,062 | $3,198-66.8% | $2,541-58.2% | $4,761-77.7% |
| Participant deferral / active EE | $3,352 | $4,784-29.9% | $4,167-19.5% | $5,982-44.0% |
| Admin fee / account holder | $1,424 | $10,130-85.9% | $6,795-79.0% | $11,246-87.3% |