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 | $48,250 | $65,041-25.8% | $90,951-46.9% | $79,858-39.6% |
| Participation rate | 85.1% | 61.6%+23.5pp | 69.0%+16.1pp | 69.6%+15.5pp |
| Annual return | 33.74% | 30.45%+3.3pp | 134.60%-100.9pp | 31.71%+2.0pp |
| Employer contribution / active EE | $2,641 | $1,247+111.8% | $2,122+24.5% | $2,471+6.9% |
| Participant deferral / active EE | $4,839 | $2,512+92.6% | $3,373+43.5% | $3,740+29.4% |
| Admin fee / account holder | $2,436 | $4,536-46.3% | $5,959-59.1% | $5,306-54.1% |