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 | $50,636 | $167,484-69.8% | $151,611-66.6% | $134,475-62.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | 524.67% | 7.80%+516.9pp | 3.33%+521.3pp | 417.96%+106.7pp |
| Employer contribution / active EE | $9,892 | $6,829+44.9% | $6,166+60.4% | $4,740+108.7% |
| Participant deferral / active EE | $11,762 | $8,986+30.9% | $8,363+40.6% | $6,400+83.8% |
| Admin fee / account holder | $313 | $13,783-97.7% | $11,616-97.3% | $11,426-97.3% |