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 | $46,102 | $127,264-63.8% | $109,895-58.0% | $167,490-72.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.2%+15.8pp | 82.1%+7.9pp |
| Annual return | 14.01% | 22.97%-9.0pp | 29.45%-15.4pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,121 | $3,322-36.2% | $2,842-25.4% | $4,837-56.2% |
| Participant deferral / active EE | $3,069 | $4,514-32.0% | $4,048-24.2% | $6,341-51.6% |
| Admin fee / account holder | $49,587 | $7,114+597.0% | $6,066+717.5% | $12,309+302.8% |