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 | $36,078 | $72,492-50.2% | $87,100-58.6% | $72,985-50.6% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.6pp |
| Annual return | 19.17% | 24.46%-5.3pp | 28.19%-9.0pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,152 | $1,894-39.2% | $2,521-54.3% | $2,440-52.8% |
| Participant deferral / active EE | $1,884 | $3,270-42.4% | $4,049-53.5% | $3,607-47.8% |
| Admin fee / account holder | $923 | $5,055-81.7% | $7,497-87.7% | $5,124-82.0% |