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 6-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 | $46,768 | $80,717-42.1% | $154,803-69.8% | $84,808-44.9% |
| Participation rate | 91.5% | 66.8%+24.7pp | 78.1%+13.4pp | 68.3%+23.2pp |
| Annual return | 21.60% | 37.96%-16.4pp | 58.88%-37.3pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,145 | $2,761-22.3% | $4,305-50.2% | $2,631-18.5% |
| Participant deferral / active EE | $3,252 | $3,303-1.6% | $5,540-41.3% | $4,212-22.8% |
| Admin fee / account holder | $1,806 | $6,746-73.2% | $14,329-87.4% | $7,344-75.4% |