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 | $42,859 | $109,881-61.0% | $150,045-71.4% | $84,808-49.5% |
| Participation rate | 94.7% | 76.1%+18.7pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 15.77% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,230 | $3,561-65.5% | $4,693-73.8% | $2,631-53.3% |
| Participant deferral / active EE | $3,076 | $6,636-53.6% | $7,997-61.5% | $4,212-27.0% |
| Admin fee / account holder | $2,181 | $8,568-74.6% | $13,435-83.8% | $7,344-70.3% |