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 | $47,725 | $57,016-16.3% | $84,966-43.8% | $80,856-41.0% |
| Participation rate | 74.2% | 56.3%+17.8pp | 67.5%+6.7pp | 67.6%+6.6pp |
| Annual return | 14.48% | 21.66%-7.2pp | 66.38%-51.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,336 | $1,798+30.0% | $2,727-14.3% | $2,755-15.2% |
| Participant deferral / active EE | $4,096 | $3,110+31.7% | $4,519-9.4% | $4,296-4.6% |
| Admin fee / account holder | $836 | $4,980-83.2% | $6,149-86.4% | $6,918-87.9% |