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 | $49,579 | $87,841-43.6% | $133,980-63.0% | $62,891-21.2% |
| Participation rate | 78.6% | 83.4%-4.8pp | 87.1%-8.5pp | 69.3%+9.3pp |
| Annual return | 8.68% | 12.05%-3.4pp | 29.30%-20.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,317 | $3,483-62.2% | $5,211-74.7% | $2,281-42.2% |
| Participant deferral / active EE | $4,980 | $4,812+3.5% | $6,282-20.7% | $3,203+55.5% |
| Admin fee / account holder | $1,074 | $5,371-80.0% | $9,324-88.5% | $4,296-75.0% |