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 | $46,641 | $158,398-70.6% | $126,539-63.1% | $142,382-67.2% |
| Participation rate | 93.8% | 75.8%+17.9pp | 69.8%+23.9pp | 80.1%+13.6pp |
| Annual return | 17.42% | 593.76%-576.3pp | 425.95%-408.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,691 | $4,650-42.1% | $3,674-26.8% | $4,299-37.4% |
| Participant deferral / active EE | $5,648 | $4,767+18.5% | $4,083+38.3% | $6,507-13.2% |
| Admin fee / account holder | $3,081 | $6,918-55.5% | $6,065-49.2% | $12,624-75.6% |