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 | $47,156 | $60,892-22.6% | $82,389-42.8% | $84,808-44.4% |
| Participation rate | 94.3% | 63.3%+31.0pp | 69.5%+24.7pp | 68.3%+26.0pp |
| Annual return | 14.87% | 37.29%-22.4pp | 28.67%-13.8pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,939 | $1,779+9.0% | $2,517-23.0% | $2,631-26.3% |
| Participant deferral / active EE | $3,007 | $3,179-5.4% | $4,155-27.6% | $4,212-28.6% |
| Admin fee / account holder | $5,008 | $5,467-8.4% | $7,231-30.7% | $7,344-31.8% |