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 | $46,938 | $91,037-48.4% | $71,671-34.5% | $147,584-68.2% |
| Participation rate | 95.7% | 76.1%+19.5pp | 68.7%+26.9pp | 82.8%+12.8pp |
| Annual return | 23.77% | 20.48%+3.3pp | 20.65%+3.1pp | 578.55%-554.8pp |
| Employer contribution / active EE | $11,954 | $3,327+259.3% | $2,460+386.0% | $4,876+145.2% |
| Participant deferral / active EE | $4,277 | $4,498-4.9% | $3,438+24.4% | $5,439-21.4% |
| Admin fee / account holder | $2,884 | $8,613-66.5% | $5,558-48.1% | $10,885-73.5% |