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 | $51,313 | $198,466-74.1% | $170,442-69.9% | $147,584-65.2% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 14.02% | 257.29%-243.3pp | 205.93%-191.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,995 | $6,184-67.7% | $5,433-63.3% | $4,876-59.1% |
| Participant deferral / active EE | $5,985 | $5,629+6.3% | $4,939+21.2% | $5,439+10.0% |
| Admin fee / account holder | $743 | $16,852-95.6% | $13,880-94.6% | $10,885-93.2% |