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 | $46,739 | $177,572-73.7% | $154,803-69.8% | $142,382-67.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 15.19% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,765 | $4,810-42.5% | $4,305-35.8% | $4,299-35.7% |
| Participant deferral / active EE | $6,122 | $6,272-2.4% | $5,540+10.5% | $6,507-5.9% |
| Admin fee / account holder | $17,933 | $16,786+6.8% | $14,329+25.2% | $12,624+42.1% |