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 | $49,822 | $80,717-38.3% | $154,803-67.8% | $84,808-41.3% |
| Participation rate | 84.9% | 66.8%+18.1pp | 78.1%+6.9pp | 68.3%+16.6pp |
| Annual return | 14.60% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $770 | $2,761-72.1% | $4,305-82.1% | $2,631-70.7% |
| Participant deferral / active EE | $3,639 | $3,303+10.2% | $5,540-34.3% | $4,212-13.6% |
| Admin fee / account holder | $21,601 | $6,746+220.2% | $14,329+50.8% | $7,344+194.1% |