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 | $52,056 | $59,839-13.0% | $81,983-36.5% | $79,858-34.8% |
| Participation rate | 70.0% | 61.6%+8.4pp | 69.2%+0.8pp | 69.6%+0.4pp |
| Annual return | 15.90% | 17.56%-1.7pp | 41.31%-25.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $404 | $1,713-76.4% | $2,498-83.8% | $2,471-83.6% |
| Participant deferral / active EE | $2,233 | $2,695-17.2% | $3,722-40.0% | $3,740-40.3% |
| Admin fee / account holder | $704 | $4,287-83.6% | $5,664-87.6% | $5,306-86.7% |