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 | $45,980 | $132,239-65.2% | $105,722-56.5% | $273,961-83.2% |
| Participation rate | 81.8% | 83.2%-1.4pp | 78.9%+2.9pp | 83.0%-1.2pp |
| Annual return | 6.14% | 10.07%-3.9pp | 12.25%-6.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,466 | $4,867-49.3% | $4,079-39.5% | $4,869-49.3% |
| Participant deferral / active EE | $2,485 | $6,233-60.1% | $5,326-53.3% | $5,287-53.0% |
| Admin fee / account holder | $462 | $12,032-96.2% | $8,308-94.4% | $10,132-95.4% |