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 | $50,613 | $226,064-77.6% | $182,532-72.3% | $152,861-66.9% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.0%+11.5pp | 82.4%+7.0pp |
| Annual return | 26.97% | 192.51%-165.5pp | 148.54%-121.6pp | 345.32%-318.3pp |
| Employer contribution / active EE | $3,147 | $4,978-36.8% | $4,076-22.8% | $4,762-33.9% |
| Participant deferral / active EE | $6,340 | $6,368-0.4% | $5,524+14.8% | $5,850+8.4% |
| Admin fee / account holder | $646 | $10,703-94.0% | $8,592-92.5% | $11,596-94.4% |