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 | $50,506 | $73,933-31.7% | $96,683-47.8% | $75,163-32.8% |
| Participation rate | 77.6% | 66.4%+11.2pp | 74.3%+3.3pp | 67.2%+10.4pp |
| Annual return | 18.23% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $840 | $2,928-71.3% | $3,737-77.5% | $2,670-68.5% |
| Participant deferral / active EE | $4,560 | $3,659+24.6% | $4,878-6.5% | $4,125+10.5% |
| Admin fee / account holder | $822 | $5,216-84.2% | $6,730-87.8% | $5,651-85.5% |