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 | $47,353 | $202,432-76.6% | $169,368-72.0% | $139,434-66.0% |
| Participation rate | 92.3% | 81.1%+11.2pp | 77.1%+15.2pp | 80.3%+12.0pp |
| Annual return | 11.17% | 531.74%-520.6pp | 405.60%-394.4pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,845 | $4,692-60.7% | $4,013-54.0% | $4,751-61.2% |
| Participant deferral / active EE | $3,860 | $6,938-44.4% | $6,221-37.9% | $6,710-42.5% |
| Admin fee / account holder | $6,527 | $10,708-39.0% | $9,003-27.5% | $11,403-42.8% |