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 | $46,444 | $81,208-42.8% | $98,907-53.0% | $79,858-41.8% |
| Participation rate | 96.4% | 72.5%+23.9pp | 76.0%+20.4pp | 69.6%+26.8pp |
| Annual return | 14.22% | 60.99%-46.8pp | 196.43%-182.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $994 | $1,960-49.3% | $2,689-63.0% | $2,471-59.8% |
| Participant deferral / active EE | $2,976 | $3,265-8.8% | $4,244-29.9% | $3,740-20.4% |
| Admin fee / account holder | $6,264 | $6,013+4.2% | $6,642-5.7% | $5,306+18.0% |