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 | $48,790 | $217,402-77.6% | $185,823-73.7% | $167,490-70.9% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 15.99% | 148.36%-132.4pp | 122.05%-106.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,996 | $5,873-66.0% | $5,167-61.4% | $4,837-58.7% |
| Participant deferral / active EE | $2,535 | $6,356-60.1% | $5,568-54.5% | $6,341-60.0% |
| Admin fee / account holder | $11,877 | $19,811-40.0% | $16,237-26.9% | $12,309-3.5% |