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 | $49,223 | $104,664-53.0% | $85,682-42.6% | $167,490-70.6% |
| Participation rate | 82.6% | 76.4%+6.2pp | 69.9%+12.7pp | 82.1%+0.5pp |
| Annual return | 10.45% | 21.45%-11.0pp | 21.49%-11.0pp | 478.56%-468.1pp |
| Employer contribution / active EE | $6,522 | $3,337+95.4% | $2,618+149.1% | $4,837+34.8% |
| Participant deferral / active EE | $3,270 | $4,824-32.2% | $3,923-16.6% | $6,341-48.4% |
| Admin fee / account holder | $5,857 | $10,032-41.6% | $6,873-14.8% | $12,309-52.4% |