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 | $49,449 | $232,540-78.7% | $185,117-73.3% | $147,584-66.5% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 18.01% | 43.03%-25.0pp | 40.50%-22.5pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,490 | $5,195-71.3% | $4,182-64.4% | $4,876-69.4% |
| Participant deferral / active EE | $5,210 | $5,834-10.7% | $5,045+3.3% | $5,439-4.2% |
| Admin fee / account holder | $1,617 | $10,275-84.3% | $8,159-80.2% | $10,885-85.1% |