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 | $45,862 | $65,365-29.8% | $92,893-50.6% | $72,985-37.2% |
| Participation rate | 90.6% | 68.3%+22.3pp | 76.0%+14.6pp | 69.5%+21.1pp |
| Annual return | 27.35% | 42.10%-14.8pp | 109.41%-82.1pp | 81.00%-53.7pp |
| Employer contribution / active EE | $893 | $2,594-65.6% | $3,653-75.5% | $2,440-63.4% |
| Participant deferral / active EE | $5,133 | $3,128+64.1% | $4,236+21.2% | $3,607+42.3% |
| Admin fee / account holder | $734 | $4,251-82.7% | $5,794-87.3% | $5,124-85.7% |