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 | $39,475 | $72,492-45.5% | $87,100-54.7% | $72,985-45.9% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+19.0pp |
| Annual return | 19.50% | 24.46%-5.0pp | 28.19%-8.7pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,861 | $1,894+51.1% | $2,521+13.5% | $2,440+17.3% |
| Participant deferral / active EE | $2,162 | $3,270-33.9% | $4,049-46.6% | $3,607-40.1% |
| Admin fee / account holder | $2,206 | $5,055-56.4% | $7,497-70.6% | $5,124-56.9% |