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 | $50,742 | $209,411-75.8% | $178,490-71.6% | $158,922-68.1% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 8.79% | 188.75%-180.0pp | 151.07%-142.3pp | 302.83%-294.0pp |
| Employer contribution / active EE | $2,307 | $5,706-59.6% | $5,011-54.0% | $4,761-51.5% |
| Participant deferral / active EE | $2,983 | $5,954-49.9% | $5,202-42.6% | $5,982-50.1% |
| Admin fee / account holder | $32,896 | $17,074+92.7% | $13,984+135.2% | $11,246+192.5% |