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 | $45,972 | $148,534-69.0% | $135,903-66.2% | $139,434-67.0% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 16.52% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,201 | $5,243-38.9% | $4,856-34.1% | $4,751-32.6% |
| Participant deferral / active EE | $8,005 | $8,100-1.2% | $7,758+3.2% | $6,710+19.3% |
| Admin fee / account holder | $28,995 | $12,400+133.8% | $10,762+169.4% | $11,403+154.3% |