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 | $49,680 | $157,256-68.4% | $141,162-64.8% | $152,861-67.5% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 27.91% | 64.32%-36.4pp | 71.39%-43.5pp | 345.32%-317.4pp |
| Employer contribution / active EE | $3,016 | $5,261-42.7% | $4,735-36.3% | $4,762-36.7% |
| Participant deferral / active EE | $9,841 | $7,109+38.4% | $6,709+46.7% | $5,850+68.2% |
| Admin fee / account holder | $1,193 | $12,120-90.2% | $10,261-88.4% | $11,596-89.7% |