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 | $52,432 | $109,413-52.1% | $156,263-66.4% | $84,808-38.2% |
| Participation rate | 88.2% | 72.7%+15.5pp | 78.9%+9.3pp | 68.3%+19.9pp |
| Annual return | 13.56% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $824 | $2,907-71.7% | $4,333-81.0% | $2,631-68.7% |
| Participant deferral / active EE | $4,776 | $4,590+4.1% | $6,158-22.4% | $4,212+13.4% |
| Admin fee / account holder | $6,642 | $9,357-29.0% | $14,255-53.4% | $7,344-9.6% |