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 | $55,682 | $80,717-31.0% | $154,803-64.0% | $84,808-34.3% |
| Participation rate | 76.4% | 66.8%+9.6pp | 78.1%-1.7pp | 68.3%+8.1pp |
| Annual return | 14.42% | 37.96%-23.5pp | 58.88%-44.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,204 | $2,761-56.4% | $4,305-72.0% | $2,631-54.3% |
| Participant deferral / active EE | $2,944 | $3,303-10.9% | $5,540-46.9% | $4,212-30.1% |
| Admin fee / account holder | $15,767 | $6,746+133.7% | $14,329+10.0% | $7,344+114.7% |