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 | $53,679 | $66,098-18.8% | $101,794-47.3% | $74,304-27.8% |
| Participation rate | 70.1% | 53.8%+16.3pp | 69.2%+0.9pp | 60.3%+9.7pp |
| Annual return | 16.61% | 19.59%-3.0pp | 30.53%-13.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $956 | $1,082-11.7% | $2,289-58.3% | $2,241-57.4% |
| Participant deferral / active EE | $3,839 | $2,781+38.0% | $4,084-6.0% | $3,767+1.9% |
| Admin fee / account holder | $4,806 | $4,146+15.9% | $8,777-45.2% | $2,969+61.9% |