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 | $47,889 | $228,332-79.0% | $185,823-74.2% | $158,922-69.9% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 13.17% | 40.80%-27.6pp | 35.95%-22.8pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,236 | $4,967-75.1% | $4,087-69.8% | $4,761-74.0% |
| Participant deferral / active EE | $5,806 | $6,415-9.5% | $5,632+3.1% | $5,982-2.9% |
| Admin fee / account holder | $802 | $11,864-93.2% | $9,500-91.6% | $11,246-92.9% |