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 | $48,648 | $80,717-39.7% | $154,803-68.6% | $84,808-42.6% |
| Participation rate | 97.8% | 66.8%+31.0pp | 78.1%+19.8pp | 68.3%+29.5pp |
| Annual return | 16.85% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,349 | $2,761+57.5% | $4,305+1.0% | $2,631+65.3% |
| Participant deferral / active EE | $5,053 | $3,303+53.0% | $5,540-8.8% | $4,212+20.0% |
| Admin fee / account holder | $3,615 | $6,746-46.4% | $14,329-74.8% | $7,344-50.8% |