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 | $49,369 | $114,381-56.8% | $107,525-54.1% | $142,382-65.3% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 12.86% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,478 | $4,015+11.5% | $3,754+19.3% | $4,299+4.2% |
| Participant deferral / active EE | $8,052 | $5,564+44.7% | $5,116+57.4% | $6,507+23.7% |
| Admin fee / account holder | $25,485 | $9,860+158.5% | $8,919+185.8% | $12,624+101.9% |