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 | $49,145 | $78,422-37.3% | $95,952-48.8% | $79,858-38.5% |
| Participation rate | 92.6% | 73.5%+19.1pp | 77.1%+15.5pp | 69.6%+23.0pp |
| Annual return | 11.60% | 19.37%-7.8pp | 91.61%-80.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,008 | $1,945-48.2% | $2,541-60.3% | $2,471-59.2% |
| Participant deferral / active EE | $3,014 | $3,440-12.4% | $4,167-27.7% | $3,740-19.4% |
| Admin fee / account holder | $2,892 | $5,622-48.6% | $6,795-57.4% | $5,306-45.5% |