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 | $52,543 | $198,466-73.5% | $170,442-69.2% | $147,584-64.4% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 17.09% | 257.29%-240.2pp | 205.93%-188.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,977 | $6,184-68.0% | $5,433-63.6% | $4,876-59.5% |
| Participant deferral / active EE | $3,050 | $5,629-45.8% | $4,939-38.3% | $5,439-43.9% |
| Admin fee / account holder | $1,119 | $16,852-93.4% | $13,880-91.9% | $10,885-89.7% |