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 | $48,801 | $103,376-52.8% | $87,100-44.0% | $152,861-68.1% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 20.22% | 28.10%-7.9pp | 28.19%-8.0pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,989 | $3,220-38.2% | $2,521-21.1% | $4,762-58.2% |
| Participant deferral / active EE | $3,044 | $4,778-36.3% | $4,049-24.8% | $5,850-48.0% |
| Admin fee / account holder | $344 | $12,205-97.2% | $7,497-95.4% | $11,596-97.0% |