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 | $47,273 | $198,466-76.2% | $170,442-72.3% | $147,584-68.0% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 17.13% | 257.29%-240.2pp | 205.93%-188.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,505 | $6,184-75.7% | $5,433-72.3% | $4,876-69.1% |
| Participant deferral / active EE | $3,956 | $5,629-29.7% | $4,939-19.9% | $5,439-27.3% |
| Admin fee / account holder | $3,131 | $16,852-81.4% | $13,880-77.4% | $10,885-71.2% |