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 | $49,607 | $232,540-78.7% | $185,117-73.2% | $147,584-66.4% |
| Participation rate | 82.4% | 82.4%0pp | 77.3%+5.1pp | 82.8%-0.5pp |
| Annual return | 13.11% | 43.03%-29.9pp | 40.50%-27.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,945 | $5,195-43.3% | $4,182-29.6% | $4,876-39.6% |
| Participant deferral / active EE | $3,826 | $5,834-34.4% | $5,045-24.2% | $5,439-29.6% |
| Admin fee / account holder | $6,292 | $10,275-38.8% | $8,159-22.9% | $10,885-42.2% |