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 | $47,636 | $177,572-73.2% | $154,803-69.2% | $142,382-66.5% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.1%+17.8pp | 80.1%+15.7pp |
| Annual return | 16.36% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,473 | $4,810-69.4% | $4,305-65.8% | $4,299-65.7% |
| Participant deferral / active EE | $3,736 | $6,272-40.4% | $5,540-32.6% | $6,507-42.6% |
| Admin fee / account holder | $328 | $16,786-98.0% | $14,329-97.7% | $12,624-97.4% |