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 | $47,847 | $175,202-72.7% | $149,673-68.0% | $139,434-65.7% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 15.10% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,703 | $5,474-68.9% | $4,818-64.7% | $4,751-64.2% |
| Participant deferral / active EE | $3,362 | $6,519-48.4% | $5,680-40.8% | $6,710-49.9% |
| Admin fee / account holder | $4,869 | $16,150-69.8% | $13,210-63.1% | $11,403-57.3% |