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 | $47,940 | $118,450-59.5% | $98,439-51.3% | $139,434-65.6% |
| Participation rate | 81.8% | 77.4%+4.4pp | 75.2%+6.7pp | 80.3%+1.5pp |
| Annual return | 10.33% | 18.94%-8.6pp | 21.16%-10.8pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,198 | $3,609-66.8% | $3,048-60.7% | $4,751-74.8% |
| Participant deferral / active EE | $2,226 | $5,392-58.7% | $4,738-53.0% | $6,710-66.8% |
| Admin fee / account holder | $36,299 | $14,026+158.8% | $8,948+305.7% | $11,403+218.3% |