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 | $45,897 | $228,332-79.9% | $185,823-75.3% | $158,922-71.1% |
| Participation rate | 94.7% | 82.3%+12.4pp | 78.0%+16.7pp | 82.0%+12.8pp |
| Annual return | 14.67% | 40.80%-26.1pp | 35.95%-21.3pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,240 | $4,967-75.0% | $4,087-69.7% | $4,761-74.0% |
| Participant deferral / active EE | $5,342 | $6,415-16.7% | $5,632-5.2% | $5,982-10.7% |
| Admin fee / account holder | $1,932 | $11,864-83.7% | $9,500-79.7% | $11,246-82.8% |