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 | $49,108 | $138,065-64.4% | $123,544-60.3% | $135,375-63.7% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | 5.42% | 153.68%-148.3pp | 119.20%-113.8pp | 519.73%-514.3pp |
| Employer contribution / active EE | $3,848 | $5,151-25.3% | $4,628-16.8% | $4,779-19.5% |
| Participant deferral / active EE | $7,250 | $6,799+6.6% | $6,426+12.8% | $5,609+29.3% |
| Admin fee / account holder | $10,471 | $10,916-4.1% | $9,284+12.8% | $10,827-3.3% |