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 | $49,026 | $72,492-32.4% | $87,100-43.7% | $72,985-32.8% |
| Participation rate | 72.5% | 72.8%-0.3pp | 76.9%-4.4pp | 69.5%+3.0pp |
| Annual return | 21.44% | 24.46%-3.0pp | 28.19%-6.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,092 | $1,894-42.3% | $2,521-56.7% | $2,440-55.2% |
| Participant deferral / active EE | $2,521 | $3,270-22.9% | $4,049-37.7% | $3,607-30.1% |
| Admin fee / account holder | $3,052 | $5,055-39.6% | $7,497-59.3% | $5,124-40.4% |