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 | $58,681 | $88,707-33.8% | $74,183-20.9% | $273,961-78.6% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 5.47% | 11.94%-6.5pp | 17.74%-12.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $3,239 | $3,159+2.5% | $2,370+36.7% | $4,869-33.5% |
| Participant deferral / active EE | $4,584 | $4,212+8.8% | $3,550+29.1% | $5,287-13.3% |
| Admin fee / account holder | $966 | $8,717-88.9% | $5,586-82.7% | $10,132-90.5% |