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 | $46,125 | $159,602-71.1% | $150,045-69.3% | $142,382-67.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 14.76% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,772 | $4,961-3.8% | $4,693+1.7% | $4,299+11.0% |
| Participant deferral / active EE | $9,776 | $8,310+17.6% | $7,997+22.2% | $6,507+50.2% |
| Admin fee / account holder | $21,870 | $14,846+47.3% | $13,435+62.8% | $12,624+73.2% |