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 | $49,647 | $107,452-53.8% | $91,541-45.8% | $142,382-65.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 10.94% | 22.06%-11.1pp | 20.50%-9.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,806 | $2,994-39.7% | $2,505-27.9% | $4,299-58.0% |
| Participant deferral / active EE | $3,164 | $4,754-33.4% | $4,008-21.0% | $6,507-51.4% |
| Admin fee / account holder | $24,876 | $8,834+181.6% | $6,956+257.6% | $12,624+97.1% |