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 | $46,753 | $96,635-51.6% | $86,612-46.0% | $139,434-66.5% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 20.75% | 106.41%-85.7pp | 591.07%-570.3pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,688 | $3,263+13.0% | $3,022+22.0% | $4,751-22.4% |
| Participant deferral / active EE | $9,476 | $4,836+95.9% | $4,438+113.5% | $6,710+41.2% |
| Admin fee / account holder | $2,285 | $6,408-64.3% | $5,614-59.3% | $11,403-80.0% |