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 | $48,080 | $93,571-48.6% | $135,903-64.6% | $75,163-36.0% |
| Participation rate | 73.0% | 75.2%-2.2pp | 81.9%-8.9pp | 67.2%+5.8pp |
| Annual return | 22.23% | 30.90%-8.7pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,020 | $3,537-42.9% | $4,856-58.4% | $2,670-24.3% |
| Participant deferral / active EE | $4,946 | $6,404-22.8% | $7,758-36.2% | $4,125+19.9% |
| Admin fee / account holder | $5,539 | $6,975-20.6% | $10,762-48.5% | $5,651-2.0% |