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 | $48,112 | $183,519-73.8% | $155,509-69.1% | $145,922-67.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 11.24% | 61.17%-49.9pp | 64.67%-53.4pp | 561.29%-550.1pp |
| Employer contribution / active EE | $9,423 | $5,313+77.4% | $4,672+101.7% | $4,660+102.2% |
| Participant deferral / active EE | $3,496 | $6,462-45.9% | $5,626-37.9% | $6,688-47.7% |
| Admin fee / account holder | $5,036 | $19,313-73.9% | $15,912-68.4% | $13,397-62.4% |