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 | $52,295 | $117,983-55.7% | $101,794-48.6% | $142,382-63.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 13.89% | 36.92%-23.0pp | 30.53%-16.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,332 | $2,773-52.0% | $2,289-41.8% | $4,299-69.0% |
| Participant deferral / active EE | $4,726 | $4,714+0.3% | $4,084+15.7% | $6,507-27.4% |
| Admin fee / account holder | $683 | $10,433-93.5% | $8,777-92.2% | $12,624-94.6% |