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 | $46,768 | $157,256-70.3% | $141,162-66.9% | $152,861-69.4% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.4%-1.2pp |
| Annual return | 19.84% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,438 | $5,261-72.7% | $4,735-69.6% | $4,762-69.8% |
| Participant deferral / active EE | $3,931 | $7,109-44.7% | $6,709-41.4% | $5,850-32.8% |
| Admin fee / account holder | $7,951 | $12,120-34.4% | $10,261-22.5% | $11,596-31.4% |