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 | $50,385 | $177,572-71.6% | $154,803-67.5% | $142,382-64.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 12.22% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $7,480 | $4,810+55.5% | $4,305+73.7% | $4,299+74.0% |
| Participant deferral / active EE | $5,341 | $6,272-14.8% | $5,540-3.6% | $6,507-17.9% |
| Admin fee / account holder | $123,872 | $16,786+638.0% | $14,329+764.5% | $12,624+881.3% |