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 | $50,756 | $103,376-50.9% | $87,100-41.7% | $152,861-66.8% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 16.18% | 28.10%-11.9pp | 28.19%-12.0pp | 345.32%-329.1pp |
| Employer contribution / active EE | $4,646 | $3,220+44.3% | $2,521+84.3% | $4,762-2.4% |
| Participant deferral / active EE | $8,609 | $4,778+80.2% | $4,049+112.6% | $5,850+47.2% |
| Admin fee / account holder | $9,680 | $12,205-20.7% | $7,497+29.1% | $11,596-16.5% |