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 | $50,014 | $175,202-71.5% | $149,673-66.6% | $139,434-64.1% |
| Participation rate | 82.6% | 83.4%-0.8pp | 78.8%+3.8pp | 80.3%+2.3pp |
| Annual return | 19.69% | 166.71%-147.0pp | 134.42%-114.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,673 | $5,474-51.2% | $4,818-44.5% | $4,751-43.7% |
| Participant deferral / active EE | $4,574 | $6,519-29.8% | $5,680-19.5% | $6,710-31.8% |
| Admin fee / account holder | $759 | $16,150-95.3% | $13,210-94.3% | $11,403-93.3% |