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 | $50,384 | $77,419-34.9% | $69,455-27.5% | $152,861-67.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.4%+5.1pp |
| Annual return | 22.92% | 39.06%-16.1pp | 28.97%-6.0pp | 345.32%-322.4pp |
| Employer contribution / active EE | $4,230 | $3,315+27.6% | $2,779+52.2% | $4,762-11.2% |
| Participant deferral / active EE | $5,084 | $4,414+15.2% | $3,535+43.8% | $5,850-13.1% |
| Admin fee / account holder | $5,514 | $6,207-11.2% | $3,839+43.6% | $11,596-52.5% |