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 | $50,298 | $48,364+4.0% | $71,796-29.9% | $62,891-20.0% |
| Participation rate | 83.7% | 60.6%+23.1pp | 69.1%+14.6pp | 69.3%+14.4pp |
| Annual return | 5.10% | 13.16%-8.1pp | 78.04%-72.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $998 | $1,042-4.2% | $1,924-48.1% | $2,281-56.3% |
| Participant deferral / active EE | $3,176 | $2,091+51.9% | $2,794+13.6% | $3,203-0.8% |
| Admin fee / account holder | $485 | $3,771-87.1% | $4,815-89.9% | $4,296-88.7% |