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 | $47,341 | $123,793-61.8% | $177,821-73.4% | $79,858-40.7% |
| Participation rate | 97.1% | 84.7%+12.4pp | 87.7%+9.3pp | 69.6%+27.4pp |
| Annual return | 29.49% | 22.82%+6.7pp | 48.32%-18.8pp | 31.71%-2.2pp |
| Employer contribution / active EE | $3,025 | $4,095-26.1% | $5,918-48.9% | $2,471+22.4% |
| Participant deferral / active EE | $3,303 | $5,956-44.5% | $7,714-57.2% | $3,740-11.7% |
| Admin fee / account holder | $4,412 | $7,243-39.1% | $12,427-64.5% | $5,306-16.9% |