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 8-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 | $48,648 | $109,413-55.5% | $156,263-68.9% | $84,808-42.6% |
| Participation rate | 70.0% | 72.7%-2.7pp | 78.9%-8.9pp | 68.3%+1.7pp |
| Annual return | 17.10% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,167 | $2,907-25.5% | $4,333-50.0% | $2,631-17.6% |
| Participant deferral / active EE | $4,908 | $4,590+6.9% | $6,158-20.3% | $4,212+16.5% |
| Admin fee / account holder | $1,679 | $9,357-82.1% | $14,255-88.2% | $7,344-77.1% |