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 | $49,085 | $62,573-21.6% | $85,682-42.7% | $85,850-42.8% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.9%+10.1pp | 69.3%+10.7pp |
| Annual return | 16.49% | 23.77%-7.3pp | 21.49%-5.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,274 | $1,757+29.4% | $2,618-13.2% | $2,565-11.4% |
| Participant deferral / active EE | $4,890 | $2,802+74.5% | $3,923+24.7% | $3,952+23.7% |
| Admin fee / account holder | $632 | $4,640-86.4% | $6,873-90.8% | $6,260-89.9% |