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 | $47,023 | $74,927-37.2% | $101,794-53.8% | $84,808-44.6% |
| Participation rate | 94.9% | 61.4%+33.5pp | 69.2%+25.7pp | 68.3%+26.6pp |
| Annual return | 14.19% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,601 | $1,522+5.2% | $2,289-30.0% | $2,631-39.1% |
| Participant deferral / active EE | $3,132 | $3,099+1.0% | $4,084-23.3% | $4,212-25.6% |
| Admin fee / account holder | $12,182 | $6,514+87.0% | $8,777+38.8% | $7,344+65.9% |