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 | $47,837 | $109,881-56.5% | $150,045-68.1% | $84,808-43.6% |
| Participation rate | 95.9% | 76.1%+19.8pp | 82.3%+13.6pp | 68.3%+27.6pp |
| Annual return | 39.92% | 28.25%+11.7pp | 62.55%-22.6pp | 40.90%-1.0pp |
| Employer contribution / active EE | $2,312 | $3,561-35.1% | $4,693-50.7% | $2,631-12.1% |
| Participant deferral / active EE | $4,736 | $6,636-28.6% | $7,997-40.8% | $4,212+12.5% |
| Admin fee / account holder | $4,872 | $8,568-43.1% | $13,435-63.7% | $7,344-33.7% |