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 | $45,980 | $96,557-52.4% | $80,975-43.2% | $273,961-83.2% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 6.89% | 15.14%-8.3pp | 17.10%-10.2pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,396 | $4,868-71.3% | $3,714-62.4% | $4,869-71.3% |
| Participant deferral / active EE | $3,125 | $6,598-52.6% | $5,696-45.1% | $5,287-40.9% |
| Admin fee / account holder | $4,310 | $7,492-42.5% | $5,516-21.8% | $10,132-57.5% |