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 | $49,065 | $158,398-69.0% | $126,539-61.2% | $142,382-65.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 21.05% | 593.76%-572.7pp | 425.95%-404.9pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,227 | $4,650-30.6% | $3,674-12.2% | $4,299-24.9% |
| Participant deferral / active EE | $8,398 | $4,767+76.2% | $4,083+105.7% | $6,507+29.1% |
| Admin fee / account holder | $4,573 | $6,918-33.9% | $6,065-24.6% | $12,624-63.8% |