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 7-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 | $48,205 | $80,717-40.3% | $154,803-68.9% | $84,808-43.2% |
| Participation rate | 98.5% | 66.8%+31.7pp | 78.1%+20.5pp | 68.3%+30.2pp |
| Annual return | 24.85% | 37.96%-13.1pp | 58.88%-34.0pp | 40.90%-16.0pp |
| Employer contribution / active EE | $3,823 | $2,761+38.4% | $4,305-11.2% | $2,631+45.3% |
| Participant deferral / active EE | $4,470 | $3,303+35.3% | $5,540-19.3% | $4,212+6.1% |
| Admin fee / account holder | $818 | $6,746-87.9% | $14,329-94.3% | $7,344-88.9% |