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 | $46,811 | $51,576-9.2% | $129,207-63.8% | $80,856-42.1% |
| Participation rate | 96.0% | 57.0%+39.0pp | 69.6%+26.4pp | 67.6%+28.4pp |
| Annual return | 12.42% | 20.81%-8.4pp | 9417.33%-9404.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,414 | $1,584+115.6% | $4,153-17.8% | $2,755+23.9% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $14,584 | $4,305+238.8% | $7,715+89.0% | $6,918+110.8% |