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 | $47,903 | $88,707-46.0% | $74,183-35.4% | $273,961-82.5% |
| Participation rate | 95.5% | 79.4%+16.0pp | 76.6%+18.8pp | 83.0%+12.4pp |
| Annual return | 6.68% | 11.94%-5.3pp | 17.74%-11.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,934 | $3,159-38.8% | $2,370-18.4% | $4,869-60.3% |
| Participant deferral / active EE | $2,345 | $4,212-44.3% | $3,550-33.9% | $5,287-55.7% |
| Admin fee / account holder | $1,063 | $8,717-87.8% | $5,586-81.0% | $10,132-89.5% |