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 | $48,613 | $107,334-54.7% | $92,893-47.7% | $152,861-68.2% |
| Participation rate | 70.6% | 79.8%-9.2pp | 76.0%-5.4pp | 82.4%-11.9pp |
| Annual return | 17.26% | 145.58%-128.3pp | 109.41%-92.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,815 | $4,221-57.0% | $3,653-50.3% | $4,762-61.9% |
| Participant deferral / active EE | $5,060 | $4,845+4.4% | $4,236+19.4% | $5,850-13.5% |
| Admin fee / account holder | $325 | $7,079-95.4% | $5,794-94.4% | $11,596-97.2% |