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 | $46,702 | $133,922-65.1% | $116,228-59.8% | $142,382-67.2% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.6%-0.9pp | 80.1%-6.4pp |
| Annual return | 11.97% | 147.76%-135.8pp | 90.06%-78.1pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,325 | $3,446-32.5% | $2,994-22.4% | $4,299-45.9% |
| Participant deferral / active EE | $7,601 | $5,672+34.0% | $4,953+53.4% | $6,507+16.8% |
| Admin fee / account holder | $62,813 | $14,945+320.3% | $11,989+423.9% | $12,624+397.6% |