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 | $48,541 | $65,041-25.4% | $90,951-46.6% | $79,858-39.2% |
| Participation rate | 84.6% | 61.6%+23.0pp | 69.0%+15.6pp | 69.6%+15.0pp |
| Annual return | 10.42% | 30.45%-20.0pp | 134.60%-124.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,495 | $1,247+100.0% | $2,122+17.6% | $2,471+1.0% |
| Participant deferral / active EE | $3,738 | $2,512+48.8% | $3,373+10.8% | $3,7400% |
| Admin fee / account holder | $589 | $4,536-87.0% | $5,959-90.1% | $5,306-88.9% |