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 | $43,970 | $132,239-66.7% | $105,722-58.4% | $273,961-84.0% |
| Participation rate | 81.8% | 83.2%-1.4pp | 78.9%+2.9pp | 83.0%-1.2pp |
| Annual return | 5.66% | 10.07%-4.4pp | 12.25%-6.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $4,041 | $4,867-17.0% | $4,079-0.9% | $4,869-17.0% |
| Participant deferral / active EE | $5,459 | $6,233-12.4% | $5,326+2.5% | $5,287+3.3% |
| Admin fee / account holder | $8,602 | $12,032-28.5% | $8,308+3.5% | $10,132-15.1% |