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 | $47,030 | $105,859-55.6% | $90,160-47.8% | $147,584-68.1% |
| Participation rate | 94.4% | 79.7%+14.7pp | 76.9%+17.6pp | 82.8%+11.6pp |
| Annual return | 21.71% | 37.63%-15.9pp | 34.88%-13.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $858 | $4,126-79.2% | $3,318-74.1% | $4,876-82.4% |
| Participant deferral / active EE | $9,647 | $5,733+68.3% | $5,288+82.4% | $5,439+77.4% |
| Admin fee / account holder | $3,138 | $8,046-61.0% | $5,943-47.2% | $10,885-71.2% |