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 | $51,257 | $133,922-61.7% | $116,228-55.9% | $142,382-64.0% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.6%-4.6pp | 80.1%-10.1pp |
| Annual return | 11.33% | 147.76%-136.4pp | 90.06%-78.7pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,633 | $3,446-52.6% | $2,994-45.5% | $4,299-62.0% |
| Participant deferral / active EE | $1,664 | $5,672-70.7% | $4,953-66.4% | $6,507-74.4% |
| Admin fee / account holder | $3,821 | $14,945-74.4% | $11,989-68.1% | $12,624-69.7% |