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 | $50,792 | $102,616-50.5% | $81,983-38.0% | $158,922-68.0% |
| Participation rate | 82.6% | 75.5%+7.1pp | 69.2%+13.4pp | 82.0%+0.7pp |
| Annual return | 21.57% | 61.04%-39.5pp | 41.31%-19.7pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,859 | $3,240-42.6% | $2,498-25.6% | $4,761-61.0% |
| Participant deferral / active EE | $4,465 | $4,648-3.9% | $3,722+20.0% | $5,982-25.4% |
| Admin fee / account holder | $10,807 | $8,235+31.2% | $5,664+90.8% | $11,246-3.9% |