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 4-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 | $46,282 | $117,983-60.8% | $101,794-54.5% | $142,382-67.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 22.63% | 36.92%-14.3pp | 30.53%-7.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,684 | $2,773-39.3% | $2,289-26.4% | $4,299-60.8% |
| Participant deferral / active EE | $7,683 | $4,714+63.0% | $4,084+88.1% | $6,507+18.1% |
| Admin fee / account holder | $607 | $10,433-94.2% | $8,777-93.1% | $12,624-95.2% |