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 | $40,481 | $78,422-48.4% | $95,952-57.8% | $79,858-49.3% |
| Participation rate | 75.9% | 73.5%+2.4pp | 77.1%-1.2pp | 69.6%+6.2pp |
| Annual return | 18.84% | 19.37%-0.5pp | 91.61%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,998 | $1,945+2.7% | $2,541-21.4% | $2,471-19.1% |
| Participant deferral / active EE | $3,389 | $3,440-1.5% | $4,167-18.7% | $3,740-9.4% |
| Admin fee / account holder | $334 | $5,622-94.1% | $6,795-95.1% | $5,306-93.7% |