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 | $48,354 | $78,422-38.3% | $95,952-49.6% | $79,858-39.4% |
| Participation rate | 75.6% | 73.5%+2.1pp | 77.1%-1.5pp | 69.6%+5.9pp |
| Annual return | 22.07% | 19.37%+2.7pp | 91.61%-69.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,730 | $1,945-11.1% | $2,541-31.9% | $2,471-30.0% |
| Participant deferral / active EE | $2,589 | $3,440-24.7% | $4,167-37.9% | $3,740-30.8% |
| Admin fee / account holder | $3,568 | $5,622-36.5% | $6,795-47.5% | $5,306-32.8% |