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 | $49,195 | $84,233-41.6% | $170,442-71.1% | $70,131-29.9% |
| Participation rate | 85.2% | 70.8%+14.4pp | 83.6%+1.6pp | 69.5%+15.7pp |
| Annual return | 16.07% | 23.06%-7.0pp | 205.93%-189.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,462 | $3,387-56.8% | $5,433-73.1% | $2,342-37.6% |
| Participant deferral / active EE | $3,160 | $3,086+2.4% | $4,939-36.0% | $3,332-5.1% |
| Admin fee / account holder | $7,491 | $5,698+31.5% | $13,880-46.0% | $4,645+61.3% |