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 | $48,888 | $104,974-53.4% | $95,585-48.9% | $142,382-65.7% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.1%+5.7pp | 80.1%-2.3pp |
| Annual return | 12.11% | 210.33%-198.2pp | 38.56%-26.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,368 | $2,779-14.8% | $2,527-6.3% | $4,299-44.9% |
| Participant deferral / active EE | $2,686 | $4,352-38.3% | $4,023-33.2% | $6,507-58.7% |
| Admin fee / account holder | $4,128 | $6,386-35.4% | $6,127-32.6% | $12,624-67.3% |