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 | $49,383 | $100,773-51.0% | $88,946-44.5% | $142,382-65.3% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 14.93% | 70.18%-55.2pp | 57.82%-42.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $13,012 | $2,918+346.0% | $2,555+409.3% | $4,299+202.7% |
| Participant deferral / active EE | $10,573 | $5,230+102.2% | $4,581+130.8% | $6,507+62.5% |
| Admin fee / account holder | $14,227 | $9,693+46.8% | $8,261+72.2% | $12,624+12.7% |