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 | $34,131 | $110,257-69.0% | $96,544-64.6% | $139,434-75.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 11.79% | 26.32%-14.5pp | 25.84%-14.1pp | 372.94%-361.2pp |
| Employer contribution / active EE | $3,130 | $3,620-13.5% | $2,965+5.6% | $4,751-34.1% |
| Participant deferral / active EE | $5,543 | $5,548-0.1% | $4,851+14.3% | $6,710-17.4% |
| Admin fee / account holder | $566 | $11,591-95.1% | $8,252-93.1% | $11,403-95.0% |