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 | $49,934 | $107,334-53.5% | $92,893-46.2% | $152,861-67.3% |
| Participation rate | 73.7% | 79.8%-6.1pp | 76.0%-2.3pp | 82.4%-8.8pp |
| Annual return | 21.40% | 145.58%-124.2pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,783 | $4,221-34.1% | $3,653-23.8% | $4,762-41.6% |
| Participant deferral / active EE | $8,418 | $4,845+73.7% | $4,236+98.7% | $5,850+43.9% |
| Admin fee / account holder | $2,089 | $7,079-70.5% | $5,794-63.9% | $11,596-82.0% |