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 | $42,432 | $66,098-35.8% | $101,794-58.3% | $74,304-42.9% |
| Participation rate | 85.6% | 53.8%+31.8pp | 69.2%+16.4pp | 60.3%+25.2pp |
| Annual return | 25.45% | 19.59%+5.9pp | 30.53%-5.1pp | 29.43%-4.0pp |
| Employer contribution / active EE | $904 | $1,082-16.4% | $2,289-60.5% | $2,241-59.7% |
| Participant deferral / active EE | $5,668 | $2,781+103.8% | $4,084+38.8% | $3,767+50.5% |
| Admin fee / account holder | $878 | $4,146-78.8% | $8,777-90.0% | $2,969-70.4% |