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 | $44,261 | $47,848-7.5% | $81,478-45.7% | $70,131-36.9% |
| Participation rate | 73.1% | 58.3%+14.8pp | 68.0%+5.1pp | 69.5%+3.5pp |
| Annual return | 14.86% | 27.25%-12.4pp | 38.78%-23.9pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,012 | $1,527-33.7% | $2,568-60.6% | $2,342-56.8% |
| Participant deferral / active EE | $3,355 | $2,453+36.8% | $3,537-5.1% | $3,332+0.7% |
| Admin fee / account holder | $1,374 | $3,145-56.3% | $4,561-69.9% | $4,645-70.4% |