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 | $46,476 | $101,724-54.3% | $164,813-71.8% | $80,856-42.5% |
| Participation rate | 71.4% | 71.8%-0.4pp | 78.6%-7.2pp | 67.6%+3.8pp |
| Annual return | 14.66% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,392 | $2,953+14.8% | $4,341-21.9% | $2,755+23.1% |
| Participant deferral / active EE | $9,670 | $4,477+116.0% | $6,031+60.3% | $4,296+125.1% |
| Admin fee / account holder | $9,257 | $8,227+12.5% | $12,690-27.1% | $6,918+33.8% |