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 | $41,222 | $81,248-49.3% | $155,509-73.5% | $80,856-49.0% |
| Participation rate | 71.2% | 66.2%+5.0pp | 78.2%-7.0pp | 67.6%+3.6pp |
| Annual return | 13.33% | 33.31%-20.0pp | 64.67%-51.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $767 | $3,100-75.3% | $4,672-83.6% | $2,755-72.2% |
| Participant deferral / active EE | $2,177 | $3,452-36.9% | $5,626-61.3% | $4,296-49.3% |
| Admin fee / account holder | $1,807 | $7,997-77.4% | $15,912-88.6% | $6,918-73.9% |