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 5-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 | $50,247 | $74,888-32.9% | $71,209-29.4% | $142,382-64.7% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.1%+6.5pp |
| Annual return | 18.02% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,822 | $2,854+33.9% | $2,721+40.5% | $4,299-11.1% |
| Participant deferral / active EE | $7,032 | $4,454+57.9% | $4,175+68.4% | $6,507+8.1% |
| Admin fee / account holder | $3,532 | $5,568-36.6% | $5,349-34.0% | $12,624-72.0% |