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 | $48,962 | $58,828-16.8% | $77,999-37.2% | $62,891-22.1% |
| Participation rate | 90.7% | 71.1%+19.7pp | 75.5%+15.2pp | 69.3%+21.4pp |
| Annual return | 5.73% | 17.16%-11.4pp | 425.96%-420.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $819 | $1,672-51.0% | $2,470-66.8% | $2,281-64.1% |
| Participant deferral / active EE | $3,332 | $2,686+24.1% | $3,497-4.7% | $3,203+4.0% |
| Admin fee / account holder | $768 | $4,393-82.5% | $5,480-86.0% | $4,296-82.1% |