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 | $39,540 | $72,492-45.5% | $87,100-54.6% | $72,985-45.8% |
| Participation rate | 73.2% | 72.8%+0.4pp | 76.9%-3.7pp | 69.5%+3.7pp |
| Annual return | 19.40% | 24.46%-5.1pp | 28.19%-8.8pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,861 | $1,894-1.7% | $2,521-26.2% | $2,440-23.7% |
| Participant deferral / active EE | $2,574 | $3,270-21.3% | $4,049-36.4% | $3,607-28.6% |
| Admin fee / account holder | $4,153 | $5,055-17.8% | $7,497-44.6% | $5,124-19.0% |