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 | $54,044 | $215,361-74.9% | $171,082-68.4% | $273,961-80.3% |
| Participation rate | 84.6% | 82.0%+2.6pp | 76.7%+7.9pp | 83.0%+1.6pp |
| Annual return | 21.98% | 25.14%-3.2pp | 32.56%-10.6pp | 41.45%-19.5pp |
| Employer contribution / active EE | $419 | $4,967-91.6% | $4,002-89.5% | $4,869-91.4% |
| Participant deferral / active EE | $3,768 | $5,543-32.0% | $4,797-21.5% | $5,287-28.7% |
| Admin fee / account holder | $8,257 | $10,846-23.9% | $8,520-3.1% | $10,132-18.5% |