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 | $46,692 | $91,190-48.8% | $178,490-73.8% | $79,858-41.5% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 18.34% | 24.19%-5.8pp | 151.07%-132.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $3,978 | $3,256+22.2% | $5,011-20.6% | $2,471+61.0% |
| Participant deferral / active EE | $1,900 | $3,236-41.3% | $5,202-63.5% | $3,740-49.2% |
| Admin fee / account holder | $12,239 | $6,751+81.3% | $13,984-12.5% | $5,306+130.6% |