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 | $47,898 | $109,413-56.2% | $156,263-69.3% | $84,808-43.5% |
| Participation rate | 77.6% | 72.7%+4.9pp | 78.9%-1.3pp | 68.3%+9.3pp |
| Annual return | 14.63% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $945 | $2,907-67.5% | $4,333-78.2% | $2,631-64.1% |
| Participant deferral / active EE | $3,599 | $4,590-21.6% | $6,158-41.6% | $4,212-14.5% |
| Admin fee / account holder | $4,447 | $9,357-52.5% | $14,255-68.8% | $7,344-39.5% |