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 | $48,858 | $99,341-50.8% | $84,750-42.4% | $273,961-82.2% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 5.72% | 22.93%-17.2pp | 22.78%-17.1pp | 41.45%-35.7pp |
| Employer contribution / active EE | $990 | $4,214-76.5% | $3,574-72.3% | $4,869-79.7% |
| Participant deferral / active EE | $3,686 | $4,269-13.7% | $3,712-0.7% | $5,287-30.3% |
| Admin fee / account holder | $330 | $6,644-95.0% | $5,332-93.8% | $10,132-96.7% |