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 | $48,482 | $107,334-54.8% | $92,893-47.8% | $152,861-68.3% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 26.44% | 145.58%-119.1pp | 109.41%-83.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $3,265 | $4,221-22.7% | $3,653-10.6% | $4,762-31.5% |
| Participant deferral / active EE | $4,865 | $4,845+0.4% | $4,236+14.8% | $5,850-16.8% |
| Admin fee / account holder | $2,543 | $7,079-64.1% | $5,794-56.1% | $11,596-78.1% |