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 | $46,702 | $78,672-40.6% | $109,143-57.2% | $85,850-45.6% |
| Participation rate | 80.5% | 68.3%+12.2pp | 75.9%+4.6pp | 69.3%+11.2pp |
| Annual return | 15.37% | 25.09%-9.7pp | 25.75%-10.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,914 | $2,735+6.6% | $3,722-21.7% | $2,565+13.6% |
| Participant deferral / active EE | $5,307 | $3,467+53.1% | $4,653+14.1% | $3,952+34.3% |
| Admin fee / account holder | $2,856 | $5,469-47.8% | $6,752-57.7% | $6,260-54.4% |