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 | $48,539 | $85,766-43.4% | $136,294-64.4% | $70,131-30.8% |
| Participation rate | 74.2% | 74.2%+0.1pp | 81.9%-7.7pp | 69.5%+4.7pp |
| Annual return | 24.77% | 31.45%-6.7pp | 5155.94%-5131.2pp | 73.14%-48.4pp |
| Employer contribution / active EE | $1,211 | $2,966-59.2% | $4,695-74.2% | $2,342-48.3% |
| Participant deferral / active EE | $4,538 | $5,051-10.2% | $6,247-27.4% | $3,332+36.2% |
| Admin fee / account holder | $980 | $5,420-81.9% | $9,243-89.4% | $4,645-78.9% |