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 | $48,925 | $77,503-36.9% | $100,391-51.3% | $80,856-39.5% |
| Participation rate | 93.3% | 76.9%+16.4pp | 81.5%+11.9pp | 67.6%+25.7pp |
| Annual return | 16.09% | 37.20%-21.1pp | 49.20%-33.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $4,102 | $2,801+46.5% | $3,942+4.1% | $2,755+48.9% |
| Participant deferral / active EE | $8,306 | $6,820+21.8% | $8,082+2.8% | $4,296+93.4% |
| Admin fee / account holder | $7,846 | $5,897+33.0% | $7,899-0.7% | $6,918+13.4% |