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 | $49,493 | $72,012-31.3% | $185,823-73.4% | $79,858-38.0% |
| Participation rate | 74.4% | 65.8%+8.7pp | 78.0%-3.6pp | 69.6%+4.8pp |
| Annual return | 16.18% | 23.12%-6.9pp | 35.95%-19.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $939 | $1,965-52.2% | $4,087-77.0% | $2,471-62.0% |
| Participant deferral / active EE | $1,804 | $3,779-52.3% | $5,632-68.0% | $3,740-51.8% |
| Admin fee / account holder | $775 | $4,513-82.8% | $9,500-91.8% | $5,306-85.4% |