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 | $50,103 | $80,717-37.9% | $154,803-67.6% | $84,808-40.9% |
| Participation rate | 84.0% | 66.8%+17.2pp | 78.1%+5.9pp | 68.3%+15.7pp |
| Annual return | 15.91% | 37.96%-22.0pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $951 | $2,761-65.5% | $4,305-77.9% | $2,631-63.8% |
| Participant deferral / active EE | $2,966 | $3,303-10.2% | $5,540-46.5% | $4,212-29.6% |
| Admin fee / account holder | $9,001 | $6,746+33.4% | $14,329-37.2% | $7,344+22.6% |