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 | $39,570 | $80,717-51.0% | $154,803-74.4% | $84,808-53.3% |
| Participation rate | 91.1% | 66.8%+24.3pp | 78.1%+13.0pp | 68.3%+22.8pp |
| Annual return | 15.01% | 37.96%-22.9pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,439 | $2,761-11.7% | $4,305-43.4% | $2,631-7.3% |
| Participant deferral / active EE | $4,632 | $3,303+40.2% | $5,540-16.4% | $4,212+10.0% |
| Admin fee / account holder | $1,333 | $6,746-80.2% | $14,329-90.7% | $7,344-81.8% |