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 | $48,772 | $209,411-76.7% | $178,490-72.7% | $158,922-69.3% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 8.61% | 188.75%-180.1pp | 151.07%-142.5pp | 302.83%-294.2pp |
| Employer contribution / active EE | $3,807 | $5,706-33.3% | $5,011-24.0% | $4,761-20.0% |
| Participant deferral / active EE | $3,854 | $5,954-35.3% | $5,202-25.9% | $5,982-35.6% |
| Admin fee / account holder | $7,721 | $17,074-54.8% | $13,984-44.8% | $11,246-31.3% |