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 | $49,534 | $107,334-53.9% | $92,893-46.7% | $152,861-67.6% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 27.56% | 145.58%-118.0pp | 109.41%-81.9pp | 345.32%-317.8pp |
| Employer contribution / active EE | $2,932 | $4,221-30.5% | $3,653-19.7% | $4,762-38.4% |
| Participant deferral / active EE | $5,527 | $4,845+14.1% | $4,236+30.5% | $5,850-5.5% |
| Admin fee / account holder | $4,580 | $7,079-35.3% | $5,794-20.9% | $11,596-60.5% |