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 | $47,479 | $72,492-34.5% | $87,100-45.5% | $72,985-34.9% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 21.07% | 24.46%-3.4pp | 28.19%-7.1pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,408 | $1,894+27.1% | $2,521-4.5% | $2,440-1.3% |
| Participant deferral / active EE | $4,239 | $3,270+29.7% | $4,049+4.7% | $3,607+17.5% |
| Admin fee / account holder | $974 | $5,055-80.7% | $7,497-87.0% | $5,124-81.0% |