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 | $49,415 | $65,365-24.4% | $92,893-46.8% | $72,985-32.3% |
| Participation rate | 74.4% | 68.3%+6.0pp | 76.0%-1.6pp | 69.5%+4.9pp |
| Annual return | 24.98% | 42.10%-17.1pp | 109.41%-84.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,340 | $2,594-9.8% | $3,653-35.9% | $2,440-4.1% |
| Participant deferral / active EE | $4,937 | $3,128+57.8% | $4,236+16.5% | $3,607+36.9% |
| Admin fee / account holder | $1,124 | $4,251-73.6% | $5,794-80.6% | $5,124-78.1% |