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 | $49,171 | $92,985-47.1% | $153,485-68.0% | $80,856-39.2% |
| Participation rate | 96.0% | 69.0%+27.0pp | 77.1%+18.9pp | 67.6%+28.4pp |
| Annual return | 11.93% | 19.95%-8.0pp | 15.65%-3.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,162 | $3,507-38.4% | $5,039-57.1% | $2,755-21.5% |
| Participant deferral / active EE | $3,397 | $5,178-34.4% | $6,757-49.7% | $4,296-20.9% |
| Admin fee / account holder | $2,332 | $8,880-73.7% | $12,724-81.7% | $6,918-66.3% |