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 | $46,648 | $159,901-70.8% | $146,958-68.3% | $145,922-68.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.05% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,829 | $5,286-46.5% | $4,933-42.7% | $4,660-39.3% |
| Participant deferral / active EE | $6,889 | $8,428-18.3% | $8,070-14.6% | $6,688+3.0% |
| Admin fee / account holder | $14,327 | $15,044-4.8% | $12,998+10.2% | $13,397+6.9% |