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 | $53,998 | $168,632-68.0% | $147,614-63.4% | $125,391-56.9% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | 1.31% | 77.65%-76.3pp | 61.98%-60.7pp | 282.22%-280.9pp |
| Employer contribution / active EE | $2,254 | $6,252-63.9% | $5,564-59.5% | $4,866-53.7% |
| Participant deferral / active EE | $2,597 | $5,507-52.8% | $4,895-46.9% | $5,352-51.5% |
| Admin fee / account holder | $2,966 | $13,580-78.2% | $11,611-74.5% | $9,540-68.9% |