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 | $42,010 | $81,248-48.3% | $155,509-73.0% | $80,856-48.0% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.1pp | 67.6%+13.6pp |
| Annual return | 34.27% | 33.31%+1.0pp | 64.67%-30.4pp | 35.59%-1.3pp |
| Employer contribution / active EE | $1,661 | $3,100-46.4% | $4,672-64.5% | $2,755-39.7% |
| Participant deferral / active EE | $3,773 | $3,452+9.3% | $5,626-32.9% | $4,296-12.2% |
| Admin fee / account holder | $8,603 | $7,997+7.6% | $15,912-45.9% | $6,918+24.4% |