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 7-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 | $50,614 | $96,635-47.6% | $86,612-41.6% | $139,434-63.7% |
| Participation rate | 73.9% | 74.4%-0.5pp | 71.7%+2.2pp | 80.3%-6.4pp |
| Annual return | 16.10% | 106.41%-90.3pp | 591.07%-575.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,651 | $3,263+11.9% | $3,022+20.8% | $4,751-23.2% |
| Participant deferral / active EE | $5,497 | $4,836+13.7% | $4,438+23.9% | $6,710-18.1% |
| Admin fee / account holder | $10,481 | $6,408+63.6% | $5,614+86.7% | $11,403-8.1% |