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 | $56,176 | $109,413-48.7% | $156,263-64.1% | $84,808-33.8% |
| Participation rate | 77.8% | 72.7%+5.1pp | 78.9%-1.1pp | 68.3%+9.5pp |
| Annual return | 12.58% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,033 | $2,907-64.5% | $4,333-76.2% | $2,631-60.7% |
| Participant deferral / active EE | $4,291 | $4,590-6.5% | $6,158-30.3% | $4,212+1.9% |
| Admin fee / account holder | $12,632 | $9,357+35.0% | $14,255-11.4% | $7,344+72.0% |