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 | $47,655 | $103,376-53.9% | $87,100-45.3% | $152,861-68.8% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 17.98% | 28.10%-10.1pp | 28.19%-10.2pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,806 | $3,220-43.9% | $2,521-28.4% | $4,762-62.1% |
| Participant deferral / active EE | $2,886 | $4,778-39.6% | $4,049-28.7% | $5,850-50.7% |
| Admin fee / account holder | $812 | $12,205-93.4% | $7,497-89.2% | $11,596-93.0% |