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 | $48,147 | $83,477-42.3% | $125,175-61.5% | $72,985-34.0% |
| Participation rate | 78.8% | 73.3%+5.5pp | 79.8%-0.9pp | 69.5%+9.4pp |
| Annual return | 18.92% | 25.78%-6.9pp | 43.79%-24.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $736 | $2,345-68.6% | $3,865-81.0% | $2,440-69.9% |
| Participant deferral / active EE | $2,007 | $3,585-44.0% | $4,937-59.3% | $3,607-44.4% |
| Admin fee / account holder | $1,458 | $5,517-73.6% | $9,702-85.0% | $5,124-71.6% |