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 | $49,198 | $63,355-22.3% | $91,989-46.5% | $72,985-32.6% |
| Participation rate | 71.6% | 72.5%-0.9pp | 78.6%-7.0pp | 69.5%+2.1pp |
| Annual return | 19.86% | 35.35%-15.5pp | 69.02%-49.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,904 | $2,116-10.0% | $3,452-44.8% | $2,440-22.0% |
| Participant deferral / active EE | $3,424 | $4,883-29.9% | $5,923-42.2% | $3,607-5.1% |
| Admin fee / account holder | $4,022 | $4,668-13.8% | $7,743-48.1% | $5,124-21.5% |