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 | $48,705 | $98,750-50.7% | $149,696-67.5% | $79,858-39.0% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.5%+9.4pp | 69.6%+22.3pp |
| Annual return | 14.91% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,231 | $3,216-61.7% | $4,644-73.5% | $2,471-50.2% |
| Participant deferral / active EE | $5,389 | $5,680-5.1% | $6,842-21.2% | $3,740+44.1% |
| Admin fee / account holder | $3,057 | $6,053-49.5% | $9,309-67.2% | $5,306-42.4% |