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 | $47,357 | $65,365-27.6% | $92,893-49.0% | $72,985-35.1% |
| Participation rate | 81.5% | 68.3%+13.2pp | 76.0%+5.5pp | 69.5%+12.0pp |
| Annual return | 21.57% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $703 | $2,594-72.9% | $3,653-80.8% | $2,440-71.2% |
| Participant deferral / active EE | $2,276 | $3,128-27.3% | $4,236-46.3% | $3,607-36.9% |
| Admin fee / account holder | $3,339 | $4,251-21.4% | $5,794-42.4% | $5,124-34.8% |