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 | $48,655 | $71,050-31.5% | $93,606-48.0% | $80,856-39.8% |
| Participation rate | 71.8% | 60.4%+11.4pp | 68.7%+3.1pp | 67.6%+4.2pp |
| Annual return | 10.18% | 11.26%-1.1pp | 133.20%-123.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,327 | $1,564-15.1% | $2,420-45.2% | $2,755-51.8% |
| Participant deferral / active EE | $2,866 | $4,034-29.0% | $4,411-35.0% | $4,296-33.3% |
| Admin fee / account holder | $3,775 | $6,945-45.6% | $8,285-54.4% | $6,918-45.4% |