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 | $47,031 | $215,361-78.2% | $171,082-72.5% | $273,961-82.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.17% | 25.14%-18.0pp | 32.56%-25.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $7,160 | $4,967+44.1% | $4,002+78.9% | $4,869+47.1% |
| Participant deferral / active EE | $6,349 | $5,543+14.5% | $4,797+32.4% | $5,287+20.1% |
| Admin fee / account holder | $420 | $10,846-96.1% | $8,520-95.1% | $10,132-95.9% |