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 9-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 | $47,328 | $89,355-47.0% | $141,162-66.5% | $72,985-35.2% |
| Participation rate | 74.6% | 75.1%-0.5pp | 82.5%-7.9pp | 69.5%+5.1pp |
| Annual return | 21.01% | 111.85%-90.8pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,656 | $3,114-14.7% | $4,735-43.9% | $2,440+8.8% |
| Participant deferral / active EE | $4,996 | $5,418-7.8% | $6,709-25.5% | $3,607+38.5% |
| Admin fee / account holder | $475 | $5,958-92.0% | $10,261-95.4% | $5,124-90.7% |