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 5-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 | $31,553 | $117,983-73.3% | $101,794-69.0% | $142,382-77.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 22.57% | 36.92%-14.3pp | 30.53%-8.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,878 | $2,773-32.3% | $2,289-18.0% | $4,299-56.3% |
| Participant deferral / active EE | $2,348 | $4,714-50.2% | $4,084-42.5% | $6,507-63.9% |
| Admin fee / account holder | $9,365 | $10,433-10.2% | $8,777+6.7% | $12,624-25.8% |