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 | $48,236 | $74,888-35.6% | $71,209-32.3% | $142,382-66.1% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 17.29% | 345.14%-327.8pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,266 | $2,854+14.4% | $2,721+20.0% | $4,299-24.0% |
| Participant deferral / active EE | $8,162 | $4,454+83.2% | $4,175+95.5% | $6,507+25.4% |
| Admin fee / account holder | $2,426 | $5,568-56.4% | $5,349-54.6% | $12,624-80.8% |