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 | $48,386 | $177,572-72.8% | $154,803-68.7% | $142,382-66.0% |
| Participation rate | 87.0% | 82.1%+4.9pp | 78.1%+8.9pp | 80.1%+6.8pp |
| Annual return | 17.02% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,581 | $4,810-67.1% | $4,305-63.3% | $4,299-63.2% |
| Participant deferral / active EE | $4,215 | $6,272-32.8% | $5,540-23.9% | $6,507-35.2% |
| Admin fee / account holder | $4,070 | $16,786-75.8% | $14,329-71.6% | $12,624-67.8% |