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 | $51,933 | $78,422-33.8% | $95,952-45.9% | $79,858-35.0% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 24.43% | 19.37%+5.1pp | 91.61%-67.2pp | 31.71%-7.3pp |
| Employer contribution / active EE | $3,858 | $1,945+98.4% | $2,541+51.8% | $2,471+56.2% |
| Participant deferral / active EE | $6,217 | $3,440+80.7% | $4,167+49.2% | $3,740+66.2% |
| Admin fee / account holder | $4,044 | $5,622-28.1% | $6,795-40.5% | $5,306-23.8% |