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 | $45,186 | $165,335-72.7% | $149,696-69.8% | $158,922-71.6% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 9.54% | 348.15%-338.6pp | 276.60%-267.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $3,115 | $5,103-39.0% | $4,644-32.9% | $4,761-34.6% |
| Participant deferral / active EE | $5,348 | $7,181-25.5% | $6,842-21.8% | $5,982-10.6% |
| Admin fee / account holder | $30,268 | $10,807+180.1% | $9,309+225.2% | $11,246+169.2% |