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 | $50,795 | $70,669-28.1% | $169,368-70.0% | $75,163-32.4% |
| Participation rate | 78.3% | 64.8%+13.5pp | 77.1%+1.1pp | 67.2%+11.1pp |
| Annual return | 25.01% | 36.36%-11.3pp | 405.60%-380.6pp | 160.62%-135.6pp |
| Employer contribution / active EE | $496 | $2,211-77.6% | $4,013-87.6% | $2,670-81.4% |
| Participant deferral / active EE | $4,060 | $4,311-5.8% | $6,221-34.7% | $4,125-1.6% |
| Admin fee / account holder | $4,212 | $5,402-22.0% | $9,003-53.2% | $5,651-25.5% |