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 | $45,871 | $209,411-78.1% | $178,490-74.3% | $158,922-71.1% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 17.85% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,787 | $5,706-33.6% | $5,011-24.4% | $4,761-20.5% |
| Participant deferral / active EE | $5,001 | $5,954-16.0% | $5,202-3.9% | $5,982-16.4% |
| Admin fee / account holder | $669 | $17,074-96.1% | $13,984-95.2% | $11,246-94.0% |