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 | $46,604 | $62,573-25.5% | $85,682-45.6% | $85,850-45.7% |
| Participation rate | 81.3% | 61.1%+20.1pp | 69.9%+11.4pp | 69.3%+11.9pp |
| Annual return | 13.74% | 23.77%-10.0pp | 21.49%-7.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $731 | $1,757-58.4% | $2,618-72.1% | $2,565-71.5% |
| Participant deferral / active EE | $2,924 | $2,802+4.3% | $3,923-25.5% | $3,952-26.0% |
| Admin fee / account holder | $909 | $4,640-80.4% | $6,873-86.8% | $6,260-85.5% |