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 | $48,400 | $177,572-72.7% | $154,803-68.7% | $142,382-66.0% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 16.64% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,155 | $4,810+7.2% | $4,305+19.7% | $4,299+19.9% |
| Participant deferral / active EE | $3,235 | $6,272-48.4% | $5,540-41.6% | $6,507-50.3% |
| Admin fee / account holder | $2,263 | $16,786-86.5% | $14,329-84.2% | $12,624-82.1% |