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 | $48,043 | $93,571-48.7% | $135,903-64.6% | $75,163-36.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 26.33% | 30.90%-4.6pp | 68.23%-41.9pp | 160.62%-134.3pp |
| Employer contribution / active EE | $1,281 | $3,537-63.8% | $4,856-73.6% | $2,670-52.0% |
| Participant deferral / active EE | $3,030 | $6,404-52.7% | $7,758-60.9% | $4,125-26.5% |
| Admin fee / account holder | $560 | $6,975-92.0% | $10,762-94.8% | $5,651-90.1% |