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 10-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 | $49,796 | $156,846-68.3% | $121,098-58.9% | $139,434-64.3% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 17.67% | 1474.56%-1456.9pp | 985.75%-968.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,131 | $5,536-79.6% | $4,164-72.8% | $4,751-76.2% |
| Participant deferral / active EE | $3,419 | $4,844-29.4% | $4,080-16.2% | $6,710-49.1% |
| Admin fee / account holder | $6,048 | $6,946-12.9% | $5,644+7.1% | $11,403-47.0% |