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 5-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 | $51,049 | $74,888-31.8% | $71,209-28.3% | $142,382-64.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 16.65% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,642 | $2,854-42.5% | $2,721-39.7% | $4,299-61.8% |
| Participant deferral / active EE | $10,014 | $4,454+124.8% | $4,175+139.8% | $6,507+53.9% |
| Admin fee / account holder | $3,694 | $5,568-33.7% | $5,349-30.9% | $12,624-70.7% |