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 6-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 | $47,549 | $179,726-73.5% | $156,263-69.6% | $142,382-66.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 14.49% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,427 | $5,069-52.1% | $4,333-44.0% | $4,299-43.5% |
| Participant deferral / active EE | $6,288 | $6,956-9.6% | $6,158+2.1% | $6,507-3.4% |
| Admin fee / account holder | $2,411 | $17,272-86.0% | $14,255-83.1% | $12,624-80.9% |