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 | $47,443 | $80,717-41.2% | $154,803-69.4% | $84,808-44.1% |
| Participation rate | 74.2% | 66.8%+7.4pp | 78.1%-3.8pp | 68.3%+5.9pp |
| Annual return | 15.95% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $965 | $2,761-65.1% | $4,305-77.6% | $2,631-63.3% |
| Participant deferral / active EE | $3,057 | $3,303-7.5% | $5,540-44.8% | $4,212-27.4% |
| Admin fee / account holder | $1,371 | $6,746-79.7% | $14,329-90.4% | $7,344-81.3% |