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 | $47,359 | $197,591-76.0% | $177,821-73.4% | $158,922-70.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 21.76% | 58.76%-37.0pp | 48.32%-26.6pp | 302.83%-281.1pp |
| Employer contribution / active EE | $4,649 | $6,697-30.6% | $5,918-21.5% | $4,761-2.4% |
| Participant deferral / active EE | $8,888 | $8,405+5.7% | $7,714+15.2% | $5,982+48.6% |
| Admin fee / account holder | $9,353 | $15,399-39.3% | $12,427-24.7% | $11,246-16.8% |