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 | $47,142 | $163,101-71.1% | $136,749-65.5% | $142,382-66.9% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 11.16% | 27.54%-16.4pp | 24.33%-13.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,296 | $4,117-68.5% | $3,400-61.9% | $4,299-69.8% |
| Participant deferral / active EE | $2,521 | $5,585-54.9% | $4,692-46.3% | $6,507-61.3% |
| Admin fee / account holder | $1,044 | $14,318-92.7% | $11,386-90.8% | $12,624-91.7% |