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 | $47,588 | $177,572-73.2% | $154,803-69.3% | $142,382-66.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 15.94% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,839 | $4,810-41.0% | $4,305-34.1% | $4,299-34.0% |
| Participant deferral / active EE | $10,531 | $6,272+67.9% | $5,540+90.1% | $6,507+61.8% |
| Admin fee / account holder | $23,994 | $16,786+42.9% | $14,329+67.5% | $12,624+90.1% |