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 | $49,565 | $73,933-33.0% | $96,683-48.7% | $75,163-34.1% |
| Participation rate | 83.8% | 66.4%+17.4pp | 74.3%+9.4pp | 67.2%+16.6pp |
| Annual return | 15.76% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,857 | $2,928-36.6% | $3,737-50.3% | $2,670-30.5% |
| Participant deferral / active EE | $2,292 | $3,659-37.3% | $4,878-53.0% | $4,125-44.4% |
| Admin fee / account holder | $776 | $5,216-85.1% | $6,730-88.5% | $5,651-86.3% |