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 | $51,461 | $159,602-67.8% | $150,045-65.7% | $142,382-63.9% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 25.46% | 70.24%-44.8pp | 62.55%-37.1pp | 217.08%-191.6pp |
| Employer contribution / active EE | $4,116 | $4,961-17.0% | $4,693-12.3% | $4,299-4.3% |
| Participant deferral / active EE | $5,386 | $8,310-35.2% | $7,997-32.7% | $6,507-17.2% |
| Admin fee / account holder | $2,657 | $14,846-82.1% | $13,435-80.2% | $12,624-79.0% |