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 | $46,870 | $77,634-39.6% | $156,549-70.1% | $62,891-25.5% |
| Participation rate | 88.9% | 71.2%+17.7pp | 84.0%+4.9pp | 69.3%+19.6pp |
| Annual return | 7.12% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,072 | $3,444-39.8% | $5,501-62.3% | $2,281-9.1% |
| Participant deferral / active EE | $3,692 | $3,045+21.2% | $4,871-24.2% | $3,203+15.3% |
| Admin fee / account holder | $976 | $5,561-82.5% | $13,027-92.5% | $4,296-77.3% |