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 | $64,453 | $117,983-45.4% | $101,794-36.7% | $142,382-54.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 14.87% | 36.92%-22.0pp | 30.53%-15.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,750 | $2,773-36.9% | $2,289-23.6% | $4,299-59.3% |
| Participant deferral / active EE | $2,025 | $4,714-57.0% | $4,084-50.4% | $6,507-68.9% |
| Admin fee / account holder | $2,583 | $10,433-75.2% | $8,777-70.6% | $12,624-79.5% |