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 | $49,154 | $100,923-51.3% | $150,045-67.2% | $74,304-33.8% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.3%+13.9pp | 60.3%+35.9pp |
| Annual return | 23.28% | 51.77%-28.5pp | 62.55%-39.3pp | 29.43%-6.2pp |
| Employer contribution / active EE | $2,260 | $3,463-34.7% | $4,693-51.8% | $2,241+0.9% |
| Participant deferral / active EE | $6,056 | $6,709-9.7% | $7,997-24.3% | $3,767+60.8% |
| Admin fee / account holder | $960 | $2,767-65.3% | $13,435-92.9% | $2,969-67.7% |