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 5-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 | $46,626 | $93,571-50.2% | $135,903-65.7% | $75,163-38.0% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 25.81% | 30.90%-5.1pp | 68.23%-42.4pp | 160.62%-134.8pp |
| Employer contribution / active EE | $3,716 | $3,537+5.1% | $4,856-23.5% | $2,670+39.2% |
| Participant deferral / active EE | $16,839 | $6,404+162.9% | $7,758+117.1% | $4,125+308.2% |
| Admin fee / account holder | $8,065 | $6,975+15.6% | $10,762-25.1% | $5,651+42.7% |