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 | $48,016 | $77,899-38.4% | $149,673-67.9% | $75,163-36.1% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 15.60% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,890 | $3,137-39.8% | $4,818-60.8% | $2,670-29.2% |
| Participant deferral / active EE | $1,263 | $3,411-63.0% | $5,680-77.8% | $4,125-69.4% |
| Admin fee / account holder | $687 | $5,956-88.5% | $13,210-94.8% | $5,651-87.8% |