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 3-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 | $47,494 | $109,881-56.8% | $150,045-68.3% | $84,808-44.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 44.67% | 28.25%+16.4pp | 62.55%-17.9pp | 40.90%+3.8pp |
| Employer contribution / active EE | $3,484 | $3,561-2.2% | $4,693-25.8% | $2,631+32.4% |
| Participant deferral / active EE | $7,837 | $6,636+18.1% | $7,997-2.0% | $4,212+86.1% |
| Admin fee / account holder | $788 | $8,568-90.8% | $13,435-94.1% | $7,344-89.3% |