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 | $47,623 | $81,460-41.5% | $103,333-53.9% | $80,856-41.1% |
| Participation rate | 76.9% | 66.8%+10.1pp | 74.5%+2.4pp | 67.6%+9.3pp |
| Annual return | 12.00% | 25.55%-13.5pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,340 | $3,105-56.8% | $3,868-65.4% | $2,755-51.4% |
| Participant deferral / active EE | $4,985 | $3,869+28.8% | $5,057-1.4% | $4,296+16.0% |
| Admin fee / account holder | $8,482 | $6,566+29.2% | $8,355+1.5% | $6,918+22.6% |