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 | $46,088 | $48,076-4.1% | $78,689-41.4% | $62,891-26.7% |
| Participation rate | 71.0% | 65.2%+5.8pp | 73.6%-2.6pp | 69.3%+1.7pp |
| Annual return | 5.07% | 31.35%-26.3pp | 62.18%-57.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,972 | $2,015-2.1% | $2,851-30.8% | $2,281-13.5% |
| Participant deferral / active EE | $3,831 | $2,588+48.1% | $3,517+8.9% | $3,203+19.6% |
| Admin fee / account holder | $929 | $3,207-71.0% | $4,510-79.4% | $4,296-78.4% |