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 | $47,982 | $106,515-55.0% | $96,683-50.4% | $139,434-65.6% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.3%+4.6pp | 80.3%-1.4pp |
| Annual return | 16.91% | 38.43%-21.5pp | 35.69%-18.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,720 | $4,103-58.1% | $3,737-54.0% | $4,751-63.8% |
| Participant deferral / active EE | $3,337 | $5,454-38.8% | $4,878-31.6% | $6,710-50.3% |
| Admin fee / account holder | $1,310 | $7,877-83.4% | $6,730-80.5% | $11,403-88.5% |