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 | $45,306 | $217,402-79.2% | $185,823-75.6% | $167,490-73.0% |
| Participation rate | 89.5% | 86.0%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 12.42% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,949 | $5,873-66.8% | $5,167-62.3% | $4,837-59.7% |
| Participant deferral / active EE | $3,138 | $6,356-50.6% | $5,568-43.6% | $6,341-50.5% |
| Admin fee / account holder | $10,205 | $19,811-48.5% | $16,237-37.2% | $12,309-17.1% |