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 | $46,280 | $48,795-5.2% | $65,493-29.3% | $84,808-45.4% |
| Participation rate | 93.4% | 67.0%+26.5pp | 73.1%+20.3pp | 68.3%+25.1pp |
| Annual return | 12.10% | 20.20%-8.1pp | 982.45%-970.3pp | 40.90%-28.8pp |
| Employer contribution / active EE | $664 | $1,930-65.6% | $2,574-74.2% | $2,631-74.7% |
| Participant deferral / active EE | $1,786 | $2,928-39.0% | $3,961-54.9% | $4,212-57.6% |
| Admin fee / account holder | $3,677 | $3,877-5.2% | $5,028-26.9% | $7,344-49.9% |