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 | $47,559 | $109,881-56.7% | $150,045-68.3% | $84,808-43.9% |
| Participation rate | 88.4% | 76.1%+12.3pp | 82.3%+6.0pp | 68.3%+20.1pp |
| Annual return | 20.44% | 28.25%-7.8pp | 62.55%-42.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,038 | $3,561-42.8% | $4,693-56.6% | $2,631-22.5% |
| Participant deferral / active EE | $8,544 | $6,636+28.8% | $7,997+6.8% | $4,212+102.9% |
| Admin fee / account holder | $934 | $8,568-89.1% | $13,435-93.1% | $7,344-87.3% |