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 5-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 | $47,891 | $100,754-52.5% | $86,677-44.7% | $134,475-64.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | 30.58% | 29.04%+1.5pp | 35.91%-5.3pp | 417.96%-387.4pp |
| Employer contribution / active EE | $14,978 | $3,489+329.3% | $2,836+428.1% | $4,740+216.0% |
| Participant deferral / active EE | $6,363 | $5,338+19.2% | $4,656+36.7% | $6,400-0.6% |
| Admin fee / account holder | $750 | $10,926-93.1% | $7,493-90.0% | $11,426-93.4% |