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 | $48,916 | $91,190-46.4% | $178,490-72.6% | $79,858-38.7% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 13.97% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,241 | $3,256-31.2% | $5,011-55.3% | $2,471-9.3% |
| Participant deferral / active EE | $3,338 | $3,236+3.1% | $5,202-35.8% | $3,740-10.8% |
| Admin fee / account holder | $7,606 | $6,751+12.7% | $13,984-45.6% | $5,306+43.3% |