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 | $44,350 | $81,460-45.6% | $103,333-57.1% | $80,856-45.2% |
| Participation rate | 72.0% | 66.8%+5.2pp | 74.5%-2.5pp | 67.6%+4.4pp |
| Annual return | 11.40% | 25.55%-14.1pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,037 | $3,105-66.6% | $3,868-73.2% | $2,755-62.4% |
| Participant deferral / active EE | $3,687 | $3,869-4.7% | $5,057-27.1% | $4,296-14.2% |
| Admin fee / account holder | $6,008 | $6,566-8.5% | $8,355-28.1% | $6,918-13.2% |