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 | $46,968 | $65,365-28.1% | $92,893-49.4% | $72,985-35.6% |
| Participation rate | 73.9% | 68.3%+5.6pp | 76.0%-2.1pp | 69.5%+4.4pp |
| Annual return | 19.02% | 42.10%-23.1pp | 109.41%-90.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,313 | $2,594-10.9% | $3,653-36.7% | $2,440-5.2% |
| Participant deferral / active EE | $6,426 | $3,128+105.4% | $4,236+51.7% | $3,607+78.1% |
| Admin fee / account holder | $5,203 | $4,251+22.4% | $5,794-10.2% | $5,124+1.5% |