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 | $47,198 | $185,822-74.6% | $169,993-72.2% | $139,434-66.1% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 11.68% | 60.50%-48.8pp | 53.37%-41.7pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,946 | $7,590-74.4% | $6,785-71.3% | $4,751-59.0% |
| Participant deferral / active EE | $6,846 | $11,622-41.1% | $10,408-34.2% | $6,710+2.0% |
| Admin fee / account holder | $13,357 | $15,381-13.2% | $12,815+4.2% | $11,403+17.1% |