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 | $44,887 | $76,367-41.2% | $93,606-52.0% | $72,985-38.5% |
| Participation rate | 72.1% | 71.7%+0.3pp | 75.8%-3.7pp | 69.5%+2.6pp |
| Annual return | 19.68% | 25.82%-6.1pp | 32.76%-13.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,431 | $2,275-37.1% | $2,718-47.3% | $2,440-41.3% |
| Participant deferral / active EE | $2,149 | $3,538-39.3% | $4,069-47.2% | $3,607-40.4% |
| Admin fee / account holder | $368 | $6,838-94.6% | $7,888-95.3% | $5,124-92.8% |