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 | $48,217 | $60,892-20.8% | $82,389-41.5% | $84,808-43.1% |
| Participation rate | 71.8% | 63.3%+8.5pp | 69.5%+2.2pp | 68.3%+3.5pp |
| Annual return | 13.64% | 37.29%-23.7pp | 28.67%-15.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,738 | $1,779-2.3% | $2,517-31.0% | $2,631-33.9% |
| Participant deferral / active EE | $3,275 | $3,179+3.0% | $4,155-21.2% | $4,212-22.2% |
| Admin fee / account holder | $555 | $5,467-89.9% | $7,231-92.3% | $7,344-92.4% |