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 | $42,056 | $90,503-53.5% | $78,689-46.6% | $273,961-84.6% |
| Participation rate | 73.3% | 76.5%-3.2pp | 73.6%-0.2pp | 83.0%-9.7pp |
| Annual return | 7.15% | 75.60%-68.5pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $521 | $3,176-83.6% | $2,851-81.7% | $4,869-89.3% |
| Participant deferral / active EE | $3,188 | $3,901-18.3% | $3,517-9.4% | $5,287-39.7% |
| Admin fee / account holder | $4,134 | $5,263-21.5% | $4,510-8.3% | $10,132-59.2% |