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 | $47,775 | $73,933-35.4% | $96,683-50.6% | $75,163-36.4% |
| Participation rate | 86.7% | 66.4%+20.2pp | 74.3%+12.3pp | 67.2%+19.5pp |
| Annual return | 16.36% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,233 | $2,928-23.7% | $3,737-40.2% | $2,670-16.4% |
| Participant deferral / active EE | $4,673 | $3,659+27.7% | $4,878-4.2% | $4,125+13.3% |
| Admin fee / account holder | $1,050 | $5,216-79.9% | $6,730-84.4% | $5,651-81.4% |