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 | $47,816 | $177,572-73.1% | $154,803-69.1% | $142,382-66.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 15.54% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,899 | $4,810-60.5% | $4,305-55.9% | $4,299-55.8% |
| Participant deferral / active EE | $4,200 | $6,272-33.0% | $5,540-24.2% | $6,507-35.5% |
| Admin fee / account holder | $2,635 | $16,786-84.3% | $14,329-81.6% | $12,624-79.1% |