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 | $48,968 | $80,717-39.3% | $154,803-68.4% | $84,808-42.3% |
| Participation rate | 93.6% | 66.8%+26.8pp | 78.1%+15.5pp | 68.3%+25.3pp |
| Annual return | 25.94% | 37.96%-12.0pp | 58.88%-32.9pp | 40.90%-15.0pp |
| Employer contribution / active EE | $1,848 | $2,761-33.1% | $4,305-57.1% | $2,631-29.8% |
| Participant deferral / active EE | $7,327 | $3,303+121.8% | $5,540+32.2% | $4,212+74.0% |
| Admin fee / account holder | $3,033 | $6,746-55.0% | $14,329-78.8% | $7,344-58.7% |