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 | $51,166 | $114,381-55.3% | $107,525-52.4% | $142,382-64.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 19.18% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,590 | $4,015-35.5% | $3,754-31.0% | $4,299-39.8% |
| Participant deferral / active EE | $3,657 | $5,564-34.3% | $5,116-28.5% | $6,507-43.8% |
| Admin fee / account holder | $2,878 | $9,860-70.8% | $8,919-67.7% | $12,624-77.2% |