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 | $47,325 | $185,200-74.4% | $142,863-66.9% | $167,490-71.7% |
| Participation rate | 87.5% | 78.4%+9.1pp | 71.9%+15.6pp | 82.1%+5.4pp |
| Annual return | 12.74% | 8555.70%-8543.0pp | 5637.54%-5624.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,680 | $5,604-70.0% | $4,144-59.5% | $4,837-65.3% |
| Participant deferral / active EE | $1,388 | $4,494-69.1% | $3,837-63.8% | $6,341-78.1% |
| Admin fee / account holder | $4,613 | $8,031-42.6% | $6,560-29.7% | $12,309-62.5% |