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 | $47,480 | $106,515-55.4% | $96,683-50.9% | $139,434-65.9% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 11.57% | 38.43%-26.9pp | 35.69%-24.1pp | 372.94%-361.4pp |
| Employer contribution / active EE | $4,590 | $4,103+11.9% | $3,737+22.8% | $4,751-3.4% |
| Participant deferral / active EE | $2,064 | $5,454-62.2% | $4,878-57.7% | $6,710-69.2% |
| Admin fee / account holder | $29,743 | $7,877+277.6% | $6,730+342.0% | $11,403+160.8% |