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 | $47,920 | $72,492-33.9% | $87,100-45.0% | $72,985-34.3% |
| Participation rate | 83.8% | 72.8%+11.0pp | 76.9%+6.9pp | 69.5%+14.3pp |
| Annual return | 18.74% | 24.46%-5.7pp | 28.19%-9.5pp | 81.00%-62.3pp |
| Employer contribution / active EE | $482 | $1,894-74.5% | $2,521-80.9% | $2,440-80.2% |
| Participant deferral / active EE | $4,565 | $3,270+39.6% | $4,049+12.8% | $3,607+26.6% |
| Admin fee / account holder | $18,546 | $5,055+266.9% | $7,497+147.4% | $5,124+261.9% |