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 | $51,495 | $100,041-48.5% | $149,718-65.6% | $70,131-26.6% |
| Participation rate | 89.8% | 83.6%+6.2pp | 87.1%+2.8pp | 69.5%+20.3pp |
| Annual return | 19.34% | 27.43%-8.1pp | 1501.63%-1482.3pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,496 | $3,662-31.8% | $5,445-54.2% | $2,342+6.6% |
| Participant deferral / active EE | $4,671 | $4,983-6.3% | $6,569-28.9% | $3,332+40.2% |
| Admin fee / account holder | $5,168 | $8,286-37.6% | $11,283-54.2% | $4,645+11.3% |