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 | $45,772 | $90,503-49.4% | $78,689-41.8% | $273,961-83.3% |
| Participation rate | 94.7% | 76.5%+18.2pp | 73.6%+21.2pp | 83.0%+11.7pp |
| Annual return | 15.89% | 75.60%-59.7pp | 62.18%-46.3pp | 41.45%-25.6pp |
| Employer contribution / active EE | $3,936 | $3,176+23.9% | $2,851+38.1% | $4,869-19.2% |
| Participant deferral / active EE | $12,741 | $3,901+226.6% | $3,517+262.3% | $5,287+141.0% |
| Admin fee / account holder | $863 | $5,263-83.6% | $4,510-80.9% | $10,132-91.5% |