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 | $47,623 | $80,717-41.0% | $154,803-69.2% | $84,808-43.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.15% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,521 | $2,761-8.7% | $4,305-41.4% | $2,631-4.2% |
| Participant deferral / active EE | $2,967 | $3,303-10.2% | $5,540-46.4% | $4,212-29.5% |
| Admin fee / account holder | $546 | $6,746-91.9% | $14,329-96.2% | $7,344-92.6% |