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 | $49,557 | $112,881-56.1% | $90,951-45.5% | $158,922-68.8% |
| Participation rate | 93.3% | 74.7%+18.6pp | 69.0%+24.3pp | 82.0%+11.4pp |
| Annual return | 16.22% | 215.79%-199.6pp | 134.60%-118.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,416 | $2,893-51.1% | $2,122-33.3% | $4,761-70.3% |
| Participant deferral / active EE | $5,752 | $4,128+39.4% | $3,373+70.5% | $5,982-3.8% |
| Admin fee / account holder | $456 | $8,041-94.3% | $5,959-92.3% | $11,246-95.9% |