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 | $51,080 | $148,978-65.7% | $200,582-74.5% | $84,808-39.8% |
| Participation rate | 88.6% | 84.2%+4.4pp | 86.9%+1.8pp | 68.3%+20.3pp |
| Annual return | 14.52% | 28.16%-13.6pp | 42.33%-27.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,065 | $4,815-36.3% | $6,419-52.2% | $2,631+16.5% |
| Participant deferral / active EE | $4,049 | $7,142-43.3% | $9,331-56.6% | $4,212-3.9% |
| Admin fee / account holder | $21,097 | $13,977+50.9% | $16,305+29.4% | $7,344+187.3% |