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 | $48,982 | $109,413-55.2% | $156,263-68.7% | $84,808-42.2% |
| Participation rate | 93.8% | 72.7%+21.1pp | 78.9%+14.8pp | 68.3%+25.4pp |
| Annual return | 14.85% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $888 | $2,907-69.5% | $4,333-79.5% | $2,631-66.3% |
| Participant deferral / active EE | $4,183 | $4,590-8.9% | $6,158-32.1% | $4,212-0.7% |
| Admin fee / account holder | $4,484 | $9,357-52.1% | $14,255-68.5% | $7,344-38.9% |