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 | $48,776 | $50,082-2.6% | $93,406-47.8% | $79,858-38.9% |
| Participation rate | 77.0% | 60.9%+16.1pp | 66.8%+10.2pp | 69.6%+7.4pp |
| Annual return | 13.82% | 24.59%-10.8pp | 78.05%-64.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,326 | $1,303+1.7% | $2,075-36.1% | $2,471-46.3% |
| Participant deferral / active EE | $1,976 | $2,212-10.7% | $3,126-36.8% | $3,740-47.2% |
| Admin fee / account holder | $5,718 | $3,454+65.6% | $5,230+9.3% | $5,306+7.8% |