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 | $44,030 | $64,839-32.1% | $95,585-53.9% | $84,808-48.1% |
| Participation rate | 84.7% | 63.8%+20.9pp | 72.1%+12.6pp | 68.3%+16.4pp |
| Annual return | 17.16% | -670.96%+688.1pp | 38.56%-21.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,844 | $1,759+61.7% | $2,527+12.6% | $2,631+8.1% |
| Participant deferral / active EE | $6,057 | $2,965+104.3% | $4,023+50.6% | $4,212+43.8% |
| Admin fee / account holder | $3,242 | $5,964-45.6% | $6,127-47.1% | $7,344-55.8% |