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 | $39,021 | $79,944-51.2% | $98,439-60.4% | $75,163-48.1% |
| Participation rate | 78.8% | 70.4%+8.5pp | 75.2%+3.7pp | 67.2%+11.7pp |
| Annual return | 16.43% | 19.75%-3.3pp | 21.16%-4.7pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,249 | $2,264-44.8% | $3,048-59.0% | $2,670-53.2% |
| Participant deferral / active EE | $2,621 | $3,752-30.1% | $4,738-44.7% | $4,125-36.5% |
| Admin fee / account holder | $6,890 | $6,840+0.7% | $8,948-23.0% | $5,651+21.9% |