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 | $36,494 | $95,803-61.9% | $113,168-67.8% | $84,808-57.0% |
| Participation rate | 92.1% | 72.9%+19.2pp | 76.6%+15.5pp | 68.3%+23.8pp |
| Annual return | 12.46% | 25.00%-12.5pp | 24.27%-11.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,115 | $2,360-10.4% | $2,975-28.9% | $2,631-19.6% |
| Participant deferral / active EE | $4,723 | $4,242+11.3% | $5,107-7.5% | $4,212+12.1% |
| Admin fee / account holder | $9,162 | $8,989+1.9% | $12,068-24.1% | $7,344+24.8% |