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 | $48,549 | $53,127-8.6% | $86,590-43.9% | $70,131-30.8% |
| Participation rate | 74.7% | 65.3%+9.4pp | 73.5%+1.2pp | 69.5%+5.2pp |
| Annual return | 13.73% | 27.66%-13.9pp | 964.84%-951.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $687 | $2,068-66.8% | $2,839-75.8% | $2,342-70.7% |
| Participant deferral / active EE | $1,729 | $2,696-35.9% | $3,609-52.1% | $3,332-48.1% |
| Admin fee / account holder | $1,524 | $3,585-57.5% | $4,906-68.9% | $4,645-67.2% |