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 | $39,578 | $114,381-65.4% | $107,525-63.2% | $142,382-72.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 19.44% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,936 | $4,015+23.0% | $3,754+31.5% | $4,299+14.8% |
| Participant deferral / active EE | $5,096 | $5,564-8.4% | $5,116-0.4% | $6,507-21.7% |
| Admin fee / account holder | $6,112 | $9,860-38.0% | $8,919-31.5% | $12,624-51.6% |