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 | $47,245 | $117,841-59.9% | $102,423-53.9% | $145,922-67.6% |
| Participation rate | 87.0% | 78.6%+8.4pp | 76.5%+10.5pp | 80.3%+6.7pp |
| Annual return | 11.87% | 31.65%-19.8pp | 29.32%-17.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $897 | $3,615-75.2% | $3,023-70.3% | $4,660-80.7% |
| Participant deferral / active EE | $3,340 | $5,731-41.7% | $5,053-33.9% | $6,688-50.1% |
| Admin fee / account holder | $566 | $13,326-95.7% | $9,451-94.0% | $13,397-95.8% |