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 | $48,410 | $60,022-19.3% | $88,946-45.6% | $84,808-42.9% |
| Participation rate | 73.5% | 57.8%+15.6pp | 68.8%+4.6pp | 68.3%+5.2pp |
| Annual return | 17.10% | 22.43%-5.3pp | 57.82%-40.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,737 | $1,703+2.0% | $2,555-32.0% | $2,631-34.0% |
| Participant deferral / active EE | $3,066 | $3,114-1.5% | $4,581-33.1% | $4,212-27.2% |
| Admin fee / account holder | $3,360 | $4,811-30.2% | $8,261-59.3% | $7,344-54.2% |