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 | $49,411 | $148,534-66.7% | $135,903-63.6% | $139,434-64.6% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 16.51% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,642 | $5,243-68.7% | $4,856-66.2% | $4,751-65.4% |
| Participant deferral / active EE | $2,886 | $8,100-64.4% | $7,758-62.8% | $6,710-57.0% |
| Admin fee / account holder | $625 | $12,400-95.0% | $10,762-94.2% | $11,403-94.5% |