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 | $52,113 | $165,335-68.5% | $149,696-65.2% | $158,922-67.2% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 21.23% | 348.15%-326.9pp | 276.60%-255.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,993 | $5,103-60.9% | $4,644-57.1% | $4,761-58.1% |
| Participant deferral / active EE | $5,871 | $7,181-18.2% | $6,842-14.2% | $5,982-1.9% |
| Admin fee / account holder | $439 | $10,807-95.9% | $9,309-95.3% | $11,246-96.1% |