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 5-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 | $47,124 | $159,602-70.5% | $150,045-68.6% | $142,382-66.9% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 40.38% | 70.24%-29.9pp | 62.55%-22.2pp | 217.08%-176.7pp |
| Employer contribution / active EE | $4,054 | $4,961-18.3% | $4,693-13.6% | $4,299-5.7% |
| Participant deferral / active EE | $10,187 | $8,310+22.6% | $7,997+27.4% | $6,507+56.6% |
| Admin fee / account holder | $3,476 | $14,846-76.6% | $13,435-74.1% | $12,624-72.5% |