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 | $47,428 | $228,332-79.2% | $185,823-74.5% | $158,922-70.2% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 13.13% | 40.80%-27.7pp | 35.95%-22.8pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,013 | $4,967-79.6% | $4,087-75.2% | $4,761-78.7% |
| Participant deferral / active EE | $2,727 | $6,415-57.5% | $5,632-51.6% | $5,982-54.4% |
| Admin fee / account holder | $508 | $11,864-95.7% | $9,500-94.7% | $11,246-95.5% |