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 | $48,788 | $180,449-73.0% | $154,107-68.3% | $135,375-64.0% |
| Participation rate | 95.2% | 87.4%+7.8pp | 83.0%+12.2pp | 82.6%+12.6pp |
| Annual return | 8.01% | 888.09%-880.1pp | 735.12%-727.1pp | 519.73%-511.7pp |
| Employer contribution / active EE | $2,808 | $6,035-53.5% | $5,298-47.0% | $4,779-41.2% |
| Participant deferral / active EE | $5,290 | $5,806-8.9% | $5,081+4.1% | $5,609-5.7% |
| Admin fee / account holder | $1,809 | $16,143-88.8% | $13,411-86.5% | $10,827-83.3% |