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 | $45,453 | $72,492-37.3% | $87,100-47.8% | $72,985-37.7% |
| Participation rate | 71.2% | 72.8%-1.6pp | 76.9%-5.7pp | 69.5%+1.7pp |
| Annual return | 25.88% | 24.46%+1.4pp | 28.19%-2.3pp | 81.00%-55.1pp |
| Employer contribution / active EE | $1,011 | $1,894-46.6% | $2,521-59.9% | $2,440-58.5% |
| Participant deferral / active EE | $2,307 | $3,270-29.4% | $4,049-43.0% | $3,607-36.0% |
| Admin fee / account holder | $1,129 | $5,055-77.7% | $7,497-84.9% | $5,124-78.0% |