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 | $48,632 | $117,983-58.8% | $101,794-52.2% | $142,382-65.8% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.2%+24.9pp | 80.1%+14.0pp |
| Annual return | 17.62% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,663 | $2,773-40.0% | $2,289-27.3% | $4,299-61.3% |
| Participant deferral / active EE | $3,235 | $4,714-31.4% | $4,084-20.8% | $6,507-50.3% |
| Admin fee / account holder | $1,043 | $10,433-90.0% | $8,777-88.1% | $12,624-91.7% |