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 | $47,236 | $157,256-70.0% | $141,162-66.5% | $152,861-69.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 18.90% | 64.32%-45.4pp | 71.39%-52.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $7,976 | $5,261+51.6% | $4,735+68.4% | $4,762+67.5% |
| Participant deferral / active EE | $6,541 | $7,109-8.0% | $6,709-2.5% | $5,850+11.8% |
| Admin fee / account holder | $6,581 | $12,120-45.7% | $10,261-35.9% | $11,596-43.3% |