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 | $52,883 | $217,402-75.7% | $185,823-71.5% | $167,490-68.4% |
| Participation rate | 72.2% | 86.0%-13.8pp | 81.7%-9.5pp | 82.1%-9.9pp |
| Annual return | 14.14% | 148.36%-134.2pp | 122.05%-107.9pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,365 | $5,873-42.7% | $5,167-34.9% | $4,837-30.4% |
| Participant deferral / active EE | $4,520 | $6,356-28.9% | $5,568-18.8% | $6,341-28.7% |
| Admin fee / account holder | $501 | $19,811-97.5% | $16,237-96.9% | $12,309-95.9% |