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 | $48,374 | $163,101-70.3% | $136,749-64.6% | $142,382-66.0% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 12.07% | 27.54%-15.5pp | 24.33%-12.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,193 | $4,117-46.7% | $3,400-35.5% | $4,299-49.0% |
| Participant deferral / active EE | $4,134 | $5,585-26.0% | $4,692-11.9% | $6,507-36.5% |
| Admin fee / account holder | $32,032 | $14,318+123.7% | $11,386+181.3% | $12,624+153.7% |