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 | $42,702 | $64,348-33.6% | $90,160-52.6% | $70,131-39.1% |
| Participation rate | 71.4% | 70.4%+1.0pp | 76.9%-5.4pp | 69.5%+1.9pp |
| Annual return | 15.59% | 28.13%-12.5pp | 34.88%-19.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $939 | $2,046-54.1% | $3,318-71.7% | $2,342-59.9% |
| Participant deferral / active EE | $4,142 | $4,389-5.6% | $5,288-21.7% | $3,332+24.3% |
| Admin fee / account holder | $19,880 | $3,944+404.1% | $5,943+234.5% | $4,645+328.0% |