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 | $55,829 | $112,096-50.2% | $95,952-41.8% | $158,922-64.9% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 15.94% | 171.09%-155.2pp | 91.61%-75.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,233 | $3,198-61.4% | $2,541-51.5% | $4,761-74.1% |
| Participant deferral / active EE | $3,142 | $4,784-34.3% | $4,167-24.6% | $5,982-47.5% |
| Admin fee / account holder | $1,646 | $10,130-83.8% | $6,795-75.8% | $11,246-85.4% |