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 | $42,160 | $74,927-43.7% | $101,794-58.6% | $84,808-50.3% |
| Participation rate | 91.8% | 61.4%+30.4pp | 69.2%+22.6pp | 68.3%+23.5pp |
| Annual return | 25.15% | 18.70%+6.4pp | 30.53%-5.4pp | 40.90%-15.7pp |
| Employer contribution / active EE | $776 | $1,522-49.0% | $2,289-66.1% | $2,631-70.5% |
| Participant deferral / active EE | $5,859 | $3,099+89.1% | $4,084+43.5% | $4,212+39.1% |
| Admin fee / account holder | $7,174 | $6,514+10.1% | $8,777-18.3% | $7,344-2.3% |