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 | $51,684 | $210,648-75.5% | $177,989-71.0% | $145,922-64.6% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 10.48% | 385.86%-375.4pp | 294.48%-284.0pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,822 | $4,565-38.2% | $3,949-28.5% | $4,660-39.4% |
| Participant deferral / active EE | $4,783 | $6,958-31.3% | $6,276-23.8% | $6,688-28.5% |
| Admin fee / account holder | $5,572 | $12,013-53.6% | $10,363-46.2% | $13,397-58.4% |