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 6-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 | $46,656 | $90,348-48.4% | $75,972-38.6% | $145,922-68.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 8.98% | 620.88%-611.9pp | 359.55%-350.6pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,195 | $3,311-33.7% | $2,685-18.2% | $4,660-52.9% |
| Participant deferral / active EE | $5,926 | $5,162+14.8% | $4,255+39.2% | $6,688-11.4% |
| Admin fee / account holder | $11,553 | $8,467+36.4% | $6,467+78.7% | $13,397-13.8% |