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 | $46,583 | $112,881-58.7% | $90,951-48.8% | $158,922-70.7% |
| Participation rate | 92.3% | 74.7%+17.6pp | 69.0%+23.3pp | 82.0%+10.3pp |
| Annual return | 12.34% | 215.79%-203.5pp | 134.60%-122.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,297 | $2,893-55.2% | $2,122-38.9% | $4,761-72.8% |
| Participant deferral / active EE | $4,020 | $4,128-2.6% | $3,373+19.2% | $5,982-32.8% |
| Admin fee / account holder | $581 | $8,041-92.8% | $5,959-90.3% | $11,246-94.8% |