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 | $46,133 | $77,899-40.8% | $149,673-69.2% | $75,163-38.6% |
| Participation rate | 89.3% | 65.6%+23.7pp | 78.8%+10.5pp | 67.2%+22.1pp |
| Annual return | 13.97% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,476 | $3,137-21.1% | $4,818-48.6% | $2,670-7.3% |
| Participant deferral / active EE | $868 | $3,411-74.6% | $5,680-84.7% | $4,125-79.0% |
| Admin fee / account holder | $5,192 | $5,956-12.8% | $13,210-60.7% | $5,651-8.1% |