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 | $52,106 | $198,466-73.7% | $170,442-69.4% | $147,584-64.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.17% | 257.29%-237.1pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $5,213 | $6,184-15.7% | $5,433-4.0% | $4,876+6.9% |
| Participant deferral / active EE | $6,713 | $5,629+19.2% | $4,939+35.9% | $5,439+23.4% |
| Admin fee / account holder | $460 | $16,852-97.3% | $13,880-96.7% | $10,885-95.8% |