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 | $46,147 | $85,766-46.2% | $136,294-66.1% | $70,131-34.2% |
| Participation rate | 72.2% | 74.2%-1.9pp | 81.9%-9.7pp | 69.5%+2.7pp |
| Annual return | 19.71% | 31.45%-11.7pp | 5155.94%-5136.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,577 | $2,966-46.8% | $4,695-66.4% | $2,342-32.7% |
| Participant deferral / active EE | $3,392 | $5,051-32.8% | $6,247-45.7% | $3,332+1.8% |
| Admin fee / account holder | $1,094 | $5,420-79.8% | $9,243-88.2% | $4,645-76.5% |