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 | $50,325 | $165,335-69.6% | $149,696-66.4% | $158,922-68.3% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 9.46% | 348.15%-338.7pp | 276.60%-267.1pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,424 | $5,103-52.5% | $4,644-47.8% | $4,761-49.1% |
| Participant deferral / active EE | $3,390 | $7,181-52.8% | $6,842-50.5% | $5,982-43.3% |
| Admin fee / account holder | $16,292 | $10,807+50.8% | $9,309+75.0% | $11,246+44.9% |