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 | $48,842 | $159,602-69.4% | $150,045-67.4% | $142,382-65.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 13.38% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,645 | $4,961-66.8% | $4,693-64.9% | $4,299-61.7% |
| Participant deferral / active EE | $2,982 | $8,310-64.1% | $7,997-62.7% | $6,507-54.2% |
| Admin fee / account holder | $4,780 | $14,846-67.8% | $13,435-64.4% | $12,624-62.1% |