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 7-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 | $48,645 | $127,264-61.8% | $109,895-55.7% | $167,490-71.0% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.2%+2.3pp | 82.1%-5.6pp |
| Annual return | 13.41% | 22.97%-9.6pp | 29.45%-16.0pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,795 | $3,322-46.0% | $2,842-36.8% | $4,837-62.9% |
| Participant deferral / active EE | $4,444 | $4,514-1.5% | $4,048+9.8% | $6,341-29.9% |
| Admin fee / account holder | $41,726 | $7,114+486.5% | $6,066+587.9% | $12,309+239.0% |