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 7-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 | $47,147 | $177,572-73.4% | $154,803-69.5% | $142,382-66.9% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.1%+12.4pp | 80.1%+10.4pp |
| Annual return | 14.24% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,575 | $4,810-25.7% | $4,305-17.0% | $4,299-16.8% |
| Participant deferral / active EE | $6,782 | $6,272+8.1% | $5,540+22.4% | $6,507+4.2% |
| Admin fee / account holder | $36,398 | $16,786+116.8% | $14,329+154.0% | $12,624+188.3% |