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 | $48,762 | $198,466-75.4% | $170,442-71.4% | $147,584-67.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 15.24% | 257.29%-242.1pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $4,886 | $6,184-21.0% | $5,433-10.1% | $4,876+0.2% |
| Participant deferral / active EE | $3,439 | $5,629-38.9% | $4,939-30.4% | $5,439-36.8% |
| Admin fee / account holder | $1,076 | $16,852-93.6% | $13,880-92.3% | $10,885-90.1% |