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 | $47,411 | $63,355-25.2% | $91,989-48.5% | $72,985-35.0% |
| Participation rate | 77.5% | 72.5%+5.0pp | 78.6%-1.1pp | 69.5%+8.0pp |
| Annual return | 26.18% | 35.35%-9.2pp | 69.02%-42.8pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,118 | $2,116-47.2% | $3,452-67.6% | $2,440-54.2% |
| Participant deferral / active EE | $4,097 | $4,883-16.1% | $5,923-30.8% | $3,607+13.6% |
| Admin fee / account holder | $986 | $4,668-78.9% | $7,743-87.3% | $5,124-80.8% |