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 | $49,459 | $72,492-31.8% | $87,100-43.2% | $72,985-32.2% |
| Participation rate | 79.6% | 72.8%+6.8pp | 76.9%+2.7pp | 69.5%+10.1pp |
| Annual return | 22.20% | 24.46%-2.3pp | 28.19%-6.0pp | 81.00%-58.8pp |
| Employer contribution / active EE | $872 | $1,894-54.0% | $2,521-65.4% | $2,440-64.3% |
| Participant deferral / active EE | $2,353 | $3,270-28.0% | $4,049-41.9% | $3,607-34.8% |
| Admin fee / account holder | $20,035 | $5,055+296.4% | $7,497+167.3% | $5,124+291.0% |