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 | $35,891 | $99,341-63.9% | $84,750-57.7% | $273,961-86.9% |
| Participation rate | 78.6% | 80.7%-2.1pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 14.81% | 22.93%-8.1pp | 22.78%-8.0pp | 41.45%-26.6pp |
| Employer contribution / active EE | $871 | $4,214-79.3% | $3,574-75.6% | $4,869-82.1% |
| Participant deferral / active EE | $1,045 | $4,269-75.5% | $3,712-71.8% | $5,287-80.2% |
| Admin fee / account holder | $436 | $6,644-93.4% | $5,332-91.8% | $10,132-95.7% |