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 | $51,187 | $74,888-31.6% | $71,209-28.1% | $142,382-64.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.39% | 345.14%-328.8pp | 282.51%-266.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,935 | $2,854+37.9% | $2,721+44.6% | $4,299-8.5% |
| Participant deferral / active EE | $3,815 | $4,454-14.4% | $4,175-8.6% | $6,507-41.4% |
| Admin fee / account holder | $37,480 | $5,568+573.1% | $5,349+600.7% | $12,624+196.9% |