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 | $49,922 | $162,781-69.3% | $133,956-62.7% | $158,922-68.6% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 22.12% | 41.94%-19.8pp | 45.09%-23.0pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,802 | $4,975-63.8% | $3,919-54.0% | $4,761-62.2% |
| Participant deferral / active EE | $5,014 | $5,911-15.2% | $5,048-0.7% | $5,982-16.2% |
| Admin fee / account holder | $320 | $11,736-97.3% | $8,927-96.4% | $11,246-97.2% |