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 | $49,208 | $50,958-3.4% | $74,550-34.0% | $64,186-23.3% |
| Participation rate | 70.7% | 61.1%+9.6pp | 69.1%+1.5pp | 69.6%+1.1pp |
| Annual return | 14.76% | -1.86%+16.6pp | 32.53%-17.8pp | 7.63%+7.1pp |
| Employer contribution / active EE | $541 | $1,115-51.5% | $1,961-72.4% | $2,381-77.3% |
| Participant deferral / active EE | $1,269 | $2,301-44.9% | $3,108-59.2% | $3,470-63.4% |
| Admin fee / account holder | $4,089 | $4,223-3.2% | $5,060-19.2% | $4,888-16.4% |