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 | $48,899 | $226,064-78.4% | $182,532-73.2% | $152,861-68.0% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.4%+6.4pp |
| Annual return | 10.32% | 192.51%-182.2pp | 148.54%-138.2pp | 345.32%-335.0pp |
| Employer contribution / active EE | $968 | $4,978-80.6% | $4,076-76.3% | $4,762-79.7% |
| Participant deferral / active EE | $1,935 | $6,368-69.6% | $5,524-65.0% | $5,850-66.9% |
| Admin fee / account holder | $10,202 | $10,703-4.7% | $8,592+18.7% | $11,596-12.0% |