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 | $53,545 | $81,248-34.1% | $155,509-65.6% | $80,856-33.8% |
| Participation rate | 70.1% | 66.2%+3.9pp | 78.2%-8.1pp | 67.6%+2.5pp |
| Annual return | 13.05% | 33.31%-20.3pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $452 | $3,100-85.4% | $4,672-90.3% | $2,755-83.6% |
| Participant deferral / active EE | $4,487 | $3,452+30.0% | $5,626-20.2% | $4,296+4.5% |
| Admin fee / account holder | $1,952 | $7,997-75.6% | $15,912-87.7% | $6,918-71.8% |