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 | $47,807 | $89,753-46.7% | $107,525-55.5% | $84,808-43.6% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 19.29% | 29.48%-10.2pp | 181.32%-162.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,763 | $3,113-43.4% | $3,754-53.0% | $2,631-33.0% |
| Participant deferral / active EE | $3,206 | $4,056-20.9% | $5,116-37.3% | $4,212-23.9% |
| Admin fee / account holder | $999 | $7,222-86.2% | $8,919-88.8% | $7,344-86.4% |