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 | $47,846 | $95,803-50.1% | $113,168-57.7% | $84,808-43.6% |
| Participation rate | 78.4% | 72.9%+5.5pp | 76.6%+1.8pp | 68.3%+10.1pp |
| Annual return | 15.53% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,250 | $2,360-4.6% | $2,975-24.4% | $2,631-14.5% |
| Participant deferral / active EE | $3,364 | $4,242-20.7% | $5,107-34.1% | $4,212-20.1% |
| Admin fee / account holder | $6,058 | $8,989-32.6% | $12,068-49.8% | $7,344-17.5% |