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 6-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 | $46,382 | $89,753-48.3% | $107,525-56.9% | $84,808-45.3% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 16.67% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,595 | $3,113-48.8% | $3,754-57.5% | $2,631-39.4% |
| Participant deferral / active EE | $3,635 | $4,056-10.4% | $5,116-28.9% | $4,212-13.7% |
| Admin fee / account holder | $3,553 | $7,222-50.8% | $8,919-60.2% | $7,344-51.6% |