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 | $48,901 | $39,122+25.0% | $57,179-14.5% | $62,891-22.2% |
| Participation rate | 70.6% | 70.5%+0.1pp | 75.3%-4.8pp | 69.3%+1.3pp |
| Annual return | 3.24% | 9.23%-6.0pp | 14.59%-11.3pp | 20.14%-16.9pp |
| Employer contribution / active EE | $3,461 | $1,874+84.7% | $2,682+29.0% | $2,281+51.7% |
| Participant deferral / active EE | $1,848 | $2,374-22.1% | $3,096-40.3% | $3,203-42.3% |
| Admin fee / account holder | $635 | $2,592-75.5% | $3,139-79.8% | $4,296-85.2% |