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 | $49,439 | $117,983-58.1% | $101,794-51.4% | $142,382-65.3% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.2%+17.5pp | 80.1%+6.5pp |
| Annual return | 22.70% | 36.92%-14.2pp | 30.53%-7.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,258 | $2,773-18.6% | $2,289-1.3% | $4,299-47.5% |
| Participant deferral / active EE | $3,632 | $4,714-22.9% | $4,084-11.1% | $6,507-44.2% |
| Admin fee / account holder | $3,011 | $10,433-71.1% | $8,777-65.7% | $12,624-76.2% |