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 | $56,922 | $88,707-35.8% | $74,183-23.3% | $273,961-79.2% |
| Participation rate | 86.4% | 79.4%+6.9pp | 76.6%+9.7pp | 83.0%+3.3pp |
| Annual return | 7.87% | 11.94%-4.1pp | 17.74%-9.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $668 | $3,159-78.9% | $2,370-71.8% | $4,869-86.3% |
| Participant deferral / active EE | $3,359 | $4,212-20.3% | $3,550-5.4% | $5,287-36.5% |
| Admin fee / account holder | $342 | $8,717-96.1% | $5,586-93.9% | $10,132-96.6% |