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 | $47,410 | $52,279-9.3% | $89,391-47.0% | $79,858-40.6% |
| Participation rate | 94.9% | 57.5%+37.3pp | 68.0%+26.9pp | 69.6%+25.2pp |
| Annual return | 12.08% | 22.16%-10.1pp | 245.62%-233.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $233 | $1,572-85.2% | $2,586-91.0% | $2,471-90.6% |
| Participant deferral / active EE | $2,391 | $2,740-12.7% | $3,890-38.5% | $3,740-36.1% |
| Admin fee / account holder | $5,104 | $3,356+52.1% | $4,881+4.6% | $5,306-3.8% |