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 | $45,006 | $114,381-60.7% | $107,525-58.1% | $142,382-68.4% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 15.19% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,735 | $4,015-56.8% | $3,754-53.8% | $4,299-59.7% |
| Participant deferral / active EE | $4,396 | $5,564-21.0% | $5,116-14.1% | $6,507-32.4% |
| Admin fee / account holder | $11,687 | $9,860+18.5% | $8,919+31.0% | $12,624-7.4% |