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 | $46,119 | $72,012-36.0% | $185,823-75.2% | $79,858-42.2% |
| Participation rate | 81.0% | 65.8%+15.2pp | 78.0%+2.9pp | 69.6%+11.3pp |
| Annual return | 66.51% | 23.12%+43.4pp | 35.95%+30.6pp | 31.71%+34.8pp |
| Employer contribution / active EE | $2,234 | $1,965+13.7% | $4,087-45.3% | $2,471-9.6% |
| Participant deferral / active EE | $4,846 | $3,779+28.2% | $5,632-14.0% | $3,740+29.6% |
| Admin fee / account holder | $814 | $4,513-82.0% | $9,500-91.4% | $5,306-84.7% |