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 | $48,283 | $117,841-59.0% | $102,423-52.9% | $145,922-66.9% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 17.63% | 31.65%-14.0pp | 29.32%-11.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $5,275 | $3,615+45.9% | $3,023+74.5% | $4,660+13.2% |
| Participant deferral / active EE | $7,626 | $5,731+33.1% | $5,053+50.9% | $6,688+14.0% |
| Admin fee / account holder | $392 | $13,326-97.1% | $9,451-95.9% | $13,397-97.1% |