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 | $52,049 | $83,477-37.6% | $125,175-58.4% | $72,985-28.7% |
| Participation rate | 72.5% | 73.3%-0.8pp | 79.8%-7.2pp | 69.5%+3.1pp |
| Annual return | 21.79% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $942 | $2,345-59.8% | $3,865-75.6% | $2,440-61.4% |
| Participant deferral / active EE | $4,700 | $3,585+31.1% | $4,937-4.8% | $3,607+30.3% |
| Admin fee / account holder | $2,108 | $5,517-61.8% | $9,702-78.3% | $5,124-58.9% |