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 7-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 | $48,060 | $108,919-55.9% | $100,391-52.1% | $145,922-67.1% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 13.87% | 57.88%-44.0pp | 49.20%-35.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $4,973 | $4,419+12.5% | $3,942+26.2% | $4,660+6.7% |
| Participant deferral / active EE | $7,833 | $8,445-7.2% | $8,082-3.1% | $6,688+17.1% |
| Admin fee / account holder | $6,338 | $9,689-34.6% | $7,899-19.8% | $13,397-52.7% |