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 5-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 | $46,921 | $80,673-41.8% | $101,326-53.7% | $84,808-44.7% |
| Participation rate | 92.2% | 77.8%+14.4pp | 81.5%+10.7pp | 68.3%+23.8pp |
| Annual return | 24.82% | 38.95%-14.1pp | 36.82%-12.0pp | 40.90%-16.1pp |
| Employer contribution / active EE | $81 | $2,698-97.0% | $3,665-97.8% | $2,631-96.9% |
| Participant deferral / active EE | $19,573 | $6,840+186.1% | $7,994+144.8% | $4,212+364.7% |
| Admin fee / account holder | $9,508 | $12,784-25.6% | $11,185-15.0% | $7,344+29.5% |