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 3-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 | $47,816 | $89,753-46.7% | $107,525-55.5% | $84,808-43.6% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 16.52% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,749 | $3,113+20.4% | $3,754-0.1% | $2,631+42.5% |
| Participant deferral / active EE | $9,685 | $4,056+138.8% | $5,116+89.3% | $4,212+130.0% |
| Admin fee / account holder | $1,022 | $7,222-85.8% | $8,919-88.5% | $7,344-86.1% |