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 | $49,488 | $118,680-58.3% | $98,907-50.0% | $158,922-68.9% |
| Participation rate | 89.5% | 77.8%+11.7pp | 76.0%+13.4pp | 82.0%+7.5pp |
| Annual return | 8.38% | 372.35%-364.0pp | 196.43%-188.0pp | 302.83%-294.4pp |
| Employer contribution / active EE | $951 | $3,333-71.5% | $2,689-64.6% | $4,761-80.0% |
| Participant deferral / active EE | $1,902 | $5,088-62.6% | $4,244-55.2% | $5,982-68.2% |
| Admin fee / account holder | $7,521 | $10,131-25.8% | $6,642+13.2% | $11,246-33.1% |