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 | $46,825 | $159,602-70.7% | $150,045-68.8% | $142,382-67.1% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.3%-6.1pp | 80.1%-3.9pp |
| Annual return | 19.26% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,191 | $4,961-76.0% | $4,693-74.6% | $4,299-72.3% |
| Participant deferral / active EE | $4,534 | $8,310-45.4% | $7,997-43.3% | $6,507-30.3% |
| Admin fee / account holder | $16,562 | $14,846+11.6% | $13,435+23.3% | $12,624+31.2% |