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 | $48,054 | $86,929-44.7% | $102,423-53.1% | $80,856-40.6% |
| Participation rate | 97.8% | 72.4%+25.5pp | 76.5%+21.3pp | 67.6%+30.2pp |
| Annual return | 12.03% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,983 | $4,118-3.3% | $5,053-21.2% | $4,296-7.3% |
| Admin fee / account holder | $8,345 | $8,049+3.7% | $9,451-11.7% | $6,918+20.6% |