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 | $47,727 | $65,365-27.0% | $92,893-48.6% | $72,985-34.6% |
| Participation rate | 92.3% | 68.3%+24.0pp | 76.0%+16.3pp | 69.5%+22.8pp |
| Annual return | 22.17% | 42.10%-19.9pp | 109.41%-87.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $7,653 | $2,594+195.0% | $3,653+109.5% | $2,440+213.7% |
| Participant deferral / active EE | $4,305 | $3,128+37.6% | $4,236+1.6% | $3,607+19.3% |
| Admin fee / account holder | $4,611 | $4,251+8.5% | $5,794-20.4% | $5,124-10.0% |