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 | $48,466 | $89,355-45.8% | $141,162-65.7% | $72,985-33.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 34.72% | 111.85%-77.1pp | 71.39%-36.7pp | 81.00%-46.3pp |
| Employer contribution / active EE | $5,016 | $3,114+61.1% | $4,735+5.9% | $2,440+105.6% |
| Participant deferral / active EE | $4,778 | $5,418-11.8% | $6,709-28.8% | $3,607+32.5% |
| Admin fee / account holder | $2,224 | $5,958-62.7% | $10,261-78.3% | $5,124-56.6% |