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 | $45,170 | $177,572-74.6% | $154,803-70.8% | $142,382-68.3% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.1%+17.8pp | 80.1%+15.7pp |
| Annual return | 16.37% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,770 | $4,810-0.8% | $4,305+10.8% | $4,299+11.0% |
| Participant deferral / active EE | $5,249 | $6,272-16.3% | $5,540-5.3% | $6,507-19.3% |
| Admin fee / account holder | $20,977 | $16,786+25.0% | $14,329+46.4% | $12,624+66.2% |