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 | $46,950 | $79,944-41.3% | $98,439-52.3% | $75,163-37.5% |
| Participation rate | 97.4% | 70.4%+27.1pp | 75.2%+22.3pp | 67.2%+30.2pp |
| Annual return | 19.11% | 19.75%-0.6pp | 21.16%-2.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,513 | $2,264-33.2% | $3,048-50.4% | $2,670-43.3% |
| Participant deferral / active EE | $1,866 | $3,752-50.3% | $4,738-60.6% | $4,125-54.8% |
| Admin fee / account holder | $2,395 | $6,840-65.0% | $8,948-73.2% | $5,651-57.6% |