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 | $46,829 | $100,754-53.5% | $86,677-46.0% | $134,475-65.2% |
| Participation rate | 78.6% | 78.9%-0.4pp | 76.6%+2.0pp | 81.2%-2.7pp |
| Annual return | 16.50% | 29.04%-12.5pp | 35.91%-19.4pp | 417.96%-401.5pp |
| Employer contribution / active EE | $2,361 | $3,489-32.3% | $2,836-16.7% | $4,740-50.2% |
| Participant deferral / active EE | $5,947 | $5,338+11.4% | $4,656+27.7% | $6,400-7.1% |
| Admin fee / account holder | $1,789 | $10,926-83.6% | $7,493-76.1% | $11,426-84.3% |