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 5-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 | $44,923 | $159,602-71.9% | $150,045-70.1% | $142,382-68.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 13.94% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,954 | $4,961-40.4% | $4,693-37.1% | $4,299-31.3% |
| Participant deferral / active EE | $11,377 | $8,310+36.9% | $7,997+42.3% | $6,507+74.8% |
| Admin fee / account holder | $18,374 | $14,846+23.8% | $13,435+36.8% | $12,624+45.6% |