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 | $47,276 | $72,277-34.6% | $101,248-53.3% | $79,858-40.8% |
| Participation rate | 86.5% | 68.5%+18.0pp | 75.8%+10.7pp | 69.6%+16.9pp |
| Annual return | 14.08% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $873 | $2,692-67.6% | $3,660-76.1% | $2,471-64.7% |
| Participant deferral / active EE | $3,408 | $3,282+3.9% | $4,370-22.0% | $3,740-8.9% |
| Admin fee / account holder | $507 | $4,400-88.5% | $5,945-91.5% | $5,306-90.4% |