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 | $47,821 | $98,750-51.6% | $149,696-68.1% | $79,858-40.1% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.5%+1.2pp | 69.6%+14.0pp |
| Annual return | 18.21% | 27.43%-9.2pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,325 | $3,216-27.7% | $4,644-49.9% | $2,471-5.9% |
| Participant deferral / active EE | $4,766 | $5,680-16.1% | $6,842-30.3% | $3,740+27.4% |
| Admin fee / account holder | $3,292 | $6,053-45.6% | $9,309-64.6% | $5,306-38.0% |