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 | $47,790 | $77,899-38.7% | $149,673-68.1% | $75,163-36.4% |
| Participation rate | 75.8% | 65.6%+10.2pp | 78.8%-3.0pp | 67.2%+8.6pp |
| Annual return | 13.65% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $4,082 | $3,137+30.1% | $4,818-15.3% | $2,670+52.9% |
| Participant deferral / active EE | $2,223 | $3,411-34.8% | $5,680-60.9% | $4,125-46.1% |
| Admin fee / account holder | $1,105 | $5,956-81.4% | $13,210-91.6% | $5,651-80.4% |