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 | $48,553 | $77,419-37.3% | $69,455-30.1% | $152,861-68.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 74.6%+15.4pp | 82.4%+7.6pp |
| Annual return | 6.74% | 39.06%-32.3pp | 28.97%-22.2pp | 345.32%-338.6pp |
| Employer contribution / active EE | $3,001 | $3,315-9.5% | $2,779+8.0% | $4,762-37.0% |
| Participant deferral / active EE | $6,092 | $4,414+38.0% | $3,535+72.3% | $5,850+4.1% |
| Admin fee / account holder | $383 | $6,207-93.8% | $3,839-90.0% | $11,596-96.7% |