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 | $48,088 | $71,050-32.3% | $93,606-48.6% | $80,856-40.5% |
| Participation rate | 70.7% | 60.4%+10.3pp | 68.7%+2.0pp | 67.6%+3.1pp |
| Annual return | 52.04% | 11.26%+40.8pp | 133.20%-81.2pp | 35.59%+16.4pp |
| Employer contribution / active EE | $500 | $1,564-68.0% | $2,420-79.3% | $2,755-81.8% |
| Participant deferral / active EE | $2,885 | $4,034-28.5% | $4,411-34.6% | $4,296-32.8% |
| Admin fee / account holder | $2,285 | $6,945-67.1% | $8,285-72.4% | $6,918-67.0% |