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 | $48,689 | $148,534-67.2% | $135,903-64.2% | $139,434-65.1% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 14.22% | 79.19%-65.0pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,301 | $5,243-56.1% | $4,856-52.6% | $4,751-51.6% |
| Participant deferral / active EE | $5,530 | $8,100-31.7% | $7,758-28.7% | $6,710-17.6% |
| Admin fee / account holder | $5,181 | $12,400-58.2% | $10,762-51.9% | $11,403-54.6% |