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 | $49,580 | $72,277-31.4% | $101,248-51.0% | $79,858-37.9% |
| Participation rate | 74.1% | 68.5%+5.6pp | 75.8%-1.7pp | 69.6%+4.4pp |
| Annual return | 13.23% | 22.30%-9.1pp | 46.47%-33.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $791 | $2,692-70.6% | $3,660-78.4% | $2,471-68.0% |
| Participant deferral / active EE | $2,639 | $3,282-19.6% | $4,370-39.6% | $3,740-29.4% |
| Admin fee / account holder | $8,239 | $4,400+87.2% | $5,945+38.6% | $5,306+55.3% |