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 | $47,188 | $70,669-33.2% | $169,368-72.1% | $75,163-37.2% |
| Participation rate | 81.0% | 64.8%+16.2pp | 77.1%+3.8pp | 67.2%+13.8pp |
| Annual return | 14.06% | 36.36%-22.3pp | 405.60%-391.5pp | 160.62%-146.6pp |
| Employer contribution / active EE | $3,019 | $2,211+36.6% | $4,013-24.8% | $2,670+13.1% |
| Participant deferral / active EE | $2,826 | $4,311-34.4% | $6,221-54.6% | $4,125-31.5% |
| Admin fee / account holder | $2,141 | $5,402-60.4% | $9,003-76.2% | $5,651-62.1% |