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 | $48,775 | $81,208-39.9% | $98,907-50.7% | $79,858-38.9% |
| Participation rate | 75.0% | 72.5%+2.5pp | 76.0%-1.0pp | 69.6%+5.4pp |
| Annual return | 18.26% | 60.99%-42.7pp | 196.43%-178.2pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,142 | $1,960-41.7% | $2,689-57.5% | $2,471-53.8% |
| Participant deferral / active EE | $2,284 | $3,265-30.0% | $4,244-46.2% | $3,740-38.9% |
| Admin fee / account holder | $2,427 | $6,013-59.6% | $6,642-63.5% | $5,306-54.3% |