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 | $47,373 | $176,056-73.1% | $159,436-70.3% | $167,490-71.7% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 14.03% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,945 | $5,297-44.4% | $4,829-39.0% | $4,837-39.1% |
| Participant deferral / active EE | $8,485 | $7,750+9.5% | $7,352+15.4% | $6,341+33.8% |
| Admin fee / account holder | $5,182 | $12,554-58.7% | $10,799-52.0% | $12,309-57.9% |