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 5-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 | $49,416 | $80,717-38.8% | $154,803-68.1% | $84,808-41.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.37% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,785 | $2,761-35.4% | $4,305-58.5% | $2,631-32.2% |
| Participant deferral / active EE | $1,174 | $3,303-64.5% | $5,540-78.8% | $4,212-72.1% |
| Admin fee / account holder | $650 | $6,746-90.4% | $14,329-95.5% | $7,344-91.2% |