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 | $47,461 | $81,208-41.6% | $98,907-52.0% | $79,858-40.6% |
| Participation rate | 78.1% | 72.5%+5.6pp | 76.0%+2.1pp | 69.6%+8.5pp |
| Annual return | 22.61% | 60.99%-38.4pp | 196.43%-173.8pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,181 | $1,960-39.7% | $2,689-56.1% | $2,471-52.2% |
| Participant deferral / active EE | $3,411 | $3,265+4.5% | $4,244-19.6% | $3,740-8.8% |
| Admin fee / account holder | $1,679 | $6,013-72.1% | $6,642-74.7% | $5,306-68.4% |