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 | $48,933 | $60,349-18.9% | $74,183-34.0% | $62,891-22.2% |
| Participation rate | 75.9% | 72.7%+3.1pp | 76.6%-0.8pp | 69.3%+6.6pp |
| Annual return | 4.81% | 21.37%-16.6pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $864 | $1,680-48.6% | $2,370-63.5% | $2,281-62.1% |
| Participant deferral / active EE | $1,993 | $2,856-30.2% | $3,550-43.8% | $3,203-37.8% |
| Admin fee / account holder | $12,821 | $4,261+200.9% | $5,586+129.5% | $4,296+198.5% |