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 | $48,641 | $87,870-44.6% | $113,168-57.0% | $74,304-34.5% |
| Participation rate | 97.0% | 70.7%+26.3pp | 76.6%+20.4pp | 60.3%+36.7pp |
| Annual return | 13.36% | 26.44%-13.1pp | 24.27%-10.9pp | 29.43%-16.1pp |
| Employer contribution / active EE | $2,968 | $2,277+30.4% | $2,975-0.2% | $2,241+32.4% |
| Participant deferral / active EE | $2,667 | $4,241-37.1% | $5,107-47.8% | $3,767-29.2% |
| Admin fee / account holder | $6,110 | $3,368+81.4% | $12,068-49.4% | $2,969+105.8% |