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 | $45,893 | $67,606-32.1% | $82,313-44.2% | $70,131-34.6% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.9%-6.3pp | 69.5%+1.0pp |
| Annual return | 13.55% | 21.57%-8.0pp | 25.88%-12.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $445 | $1,755-74.7% | $2,428-81.7% | $2,342-81.0% |
| Participant deferral / active EE | $2,934 | $2,987-1.8% | $3,706-20.8% | $3,332-12.0% |
| Admin fee / account holder | $473 | $4,512-89.5% | $5,608-91.6% | $4,645-89.8% |