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 | $45,090 | $72,492-37.8% | $87,100-48.2% | $72,985-38.2% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 19.59% | 24.46%-4.9pp | 28.19%-8.6pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,960 | $1,894+3.5% | $2,521-22.3% | $2,440-19.7% |
| Participant deferral / active EE | $5,350 | $3,270+63.6% | $4,049+32.1% | $3,607+48.3% |
| Admin fee / account holder | $2,261 | $5,055-55.3% | $7,497-69.8% | $5,124-55.9% |