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 | $47,013 | $152,587-69.2% | $125,175-62.4% | $152,861-69.2% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 20.38% | 54.84%-34.5pp | 43.79%-23.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $9,144 | $4,946+84.9% | $3,865+136.6% | $4,762+92.0% |
| Participant deferral / active EE | $6,625 | $5,868+12.9% | $4,937+34.2% | $5,850+13.2% |
| Admin fee / account holder | $311 | $13,434-97.7% | $9,702-96.8% | $11,596-97.3% |