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 | $48,175 | $92,703-48.0% | $82,719-41.8% | $134,475-64.2% |
| Participation rate | 73.3% | 75.2%-1.9pp | 72.6%+0.8pp | 81.2%-7.9pp |
| Annual return | 4.62% | 944.92%-940.3pp | 701.18%-696.6pp | 417.96%-413.3pp |
| Employer contribution / active EE | $1,218 | $3,274-62.8% | $3,009-59.5% | $4,740-74.3% |
| Participant deferral / active EE | $2,399 | $4,802-50.0% | $4,395-45.4% | $6,400-62.5% |
| Admin fee / account holder | $6,389 | $5,983+6.8% | $5,329+19.9% | $11,426-44.1% |