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 | $49,830 | $157,256-68.3% | $141,162-64.7% | $152,861-67.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 23.81% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,411 | $5,261-54.2% | $4,735-49.1% | $4,762-49.4% |
| Participant deferral / active EE | $4,768 | $7,109-32.9% | $6,709-28.9% | $5,850-18.5% |
| Admin fee / account holder | $758 | $12,120-93.7% | $10,261-92.6% | $11,596-93.5% |