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 | $46,559 | $125,758-63.0% | $169,993-72.6% | $75,163-38.1% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.0%+5.9pp | 67.2%+25.7pp |
| Annual return | 18.32% | 27.20%-8.9pp | 53.37%-35.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,364 | $4,615-27.1% | $6,785-50.4% | $2,670+26.0% |
| Participant deferral / active EE | $8,954 | $6,837+31.0% | $10,408-14.0% | $4,125+117.1% |
| Admin fee / account holder | $8,153 | $8,173-0.3% | $12,815-36.4% | $5,651+44.3% |