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 | $51,430 | $176,377-70.8% | $134,143-61.7% | $158,922-67.6% |
| Participation rate | 73.3% | 78.7%-5.4pp | 72.2%+1.2pp | 82.0%-8.6pp |
| Annual return | 30.34% | 63.63%-33.3pp | 36.33%-6.0pp | 302.83%-272.5pp |
| Employer contribution / active EE | $2,982 | $5,040-40.8% | $3,704-19.5% | $4,761-37.4% |
| Participant deferral / active EE | $0 | $4,091-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,119 | $8,718-87.2% | $6,684-83.3% | $11,246-90.1% |