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 | $47,587 | $126,574-62.4% | $106,213-55.2% | $145,922-67.4% |
| Participation rate | 89.5% | 77.6%+11.8pp | 75.3%+14.2pp | 80.3%+9.2pp |
| Annual return | 10.78% | 224.79%-214.0pp | 116.14%-105.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,960 | $3,730-20.7% | $3,171-6.7% | $4,660-36.5% |
| Participant deferral / active EE | $5,403 | $5,724-5.6% | $5,016+7.7% | $6,688-19.2% |
| Admin fee / account holder | $11,037 | $17,304-36.2% | $11,0330% | $13,397-17.6% |