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 | $47,980 | $118,680-59.6% | $98,907-51.5% | $158,922-69.8% |
| Participation rate | 84.2% | 77.8%+6.4pp | 76.0%+8.2pp | 82.0%+2.3pp |
| Annual return | 24.57% | 372.35%-347.8pp | 196.43%-171.9pp | 302.83%-278.3pp |
| Employer contribution / active EE | $2,337 | $3,333-29.9% | $2,689-13.1% | $4,761-50.9% |
| Participant deferral / active EE | $5,329 | $5,088+4.7% | $4,244+25.6% | $5,982-10.9% |
| Admin fee / account holder | $434 | $10,131-95.7% | $6,642-93.5% | $11,246-96.1% |