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 | $53,676 | $53,018+1.2% | $70,014-23.3% | $62,891-14.7% |
| Participation rate | 70.0% | 67.2%+2.8pp | 71.8%-1.8pp | 69.3%+0.7pp |
| Annual return | 5.40% | 13.35%-7.9pp | 12.99%-7.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,076 | $1,799-40.2% | $2,338-54.0% | $2,281-52.8% |
| Participant deferral / active EE | $1,917 | $2,395-20.0% | $2,931-34.6% | $3,203-40.1% |
| Admin fee / account holder | $3,078 | $3,690-16.6% | $4,380-29.7% | $4,296-28.4% |