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 | $46,396 | $93,071-50.2% | $74,583-37.8% | $273,961-83.1% |
| Participation rate | 84.6% | 74.9%+9.7pp | 68.1%+16.5pp | 83.0%+1.6pp |
| Annual return | 3.42% | 26.18%-22.8pp | 20.47%-17.0pp | 41.45%-38.0pp |
| Employer contribution / active EE | $722 | $3,160-77.1% | $2,525-71.4% | $4,869-85.2% |
| Participant deferral / active EE | $2,256 | $4,160-45.8% | $3,458-34.8% | $5,287-57.3% |
| Admin fee / account holder | $6,393 | $5,272+21.3% | $4,138+54.5% | $10,132-36.9% |