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 | $49,484 | $58,851-15.9% | $115,157-57.0% | $72,985-32.2% |
| Participation rate | 93.5% | 65.5%+28.0pp | 75.9%+17.6pp | 69.5%+24.0pp |
| Annual return | 19.76% | 23.16%-3.4pp | 35.60%-15.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,224 | $1,798-31.9% | $3,179-61.5% | $2,440-49.8% |
| Participant deferral / active EE | $1,543 | $2,643-41.6% | $4,168-63.0% | $3,607-57.2% |
| Admin fee / account holder | $2,270 | $6,370-64.4% | $7,088-68.0% | $5,124-55.7% |