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 9-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 | $50,979 | $100,852-49.5% | $90,404-43.6% | $158,922-67.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 11.64% | 1724.20%-1712.6pp | 1293.02%-1281.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,193 | $3,689-67.6% | $3,262-63.4% | $4,761-74.9% |
| Participant deferral / active EE | $1,492 | $4,348-65.7% | $3,963-62.4% | $5,982-75.1% |
| Admin fee / account holder | $3,615 | $6,501-44.4% | $5,611-35.6% | $11,246-67.9% |