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 | $47,543 | $94,625-49.8% | $116,228-59.1% | $84,808-43.9% |
| Participation rate | 73.1% | 70.4%+2.6pp | 74.6%-1.5pp | 68.3%+4.8pp |
| Annual return | 14.02% | 20.40%-6.4pp | 90.06%-76.0pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,219 | $2,347-48.1% | $2,994-59.3% | $2,631-53.7% |
| Participant deferral / active EE | $3,704 | $3,972-6.7% | $4,953-25.2% | $4,212-12.1% |
| Admin fee / account holder | $984 | $10,091-90.2% | $11,989-91.8% | $7,344-86.6% |