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 | $48,828 | $152,587-68.0% | $125,175-61.0% | $152,861-68.1% |
| Participation rate | 95.7% | 83.3%+12.3pp | 79.8%+15.9pp | 82.4%+13.2pp |
| Annual return | 19.69% | 54.84%-35.1pp | 43.79%-24.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $4,505 | $4,946-8.9% | $3,865+16.6% | $4,762-5.4% |
| Participant deferral / active EE | $10,780 | $5,868+83.7% | $4,937+118.4% | $5,850+84.3% |
| Admin fee / account holder | $17,582 | $13,434+30.9% | $9,702+81.2% | $11,596+51.6% |