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 | $48,277 | $183,519-73.7% | $155,509-69.0% | $145,922-66.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.82% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,644 | $5,313-69.1% | $4,672-64.8% | $4,660-64.7% |
| Participant deferral / active EE | $2,860 | $6,462-55.7% | $5,626-49.2% | $6,688-57.2% |
| Admin fee / account holder | $2,054 | $19,313-89.4% | $15,912-87.1% | $13,397-84.7% |