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 | $47,801 | $179,726-73.4% | $156,263-69.4% | $142,382-66.4% |
| Participation rate | 84.2% | 82.1%+2.1pp | 78.9%+5.3pp | 80.1%+4.1pp |
| Annual return | 14.62% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,713 | $5,069-66.2% | $4,333-60.5% | $4,299-60.2% |
| Participant deferral / active EE | $2,440 | $6,956-64.9% | $6,158-60.4% | $6,507-62.5% |
| Admin fee / account holder | $1,116 | $17,272-93.5% | $14,255-92.2% | $12,624-91.2% |