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 | $42,664 | $67,606-36.9% | $82,313-48.2% | $70,131-39.2% |
| Participation rate | 80.6% | 72.8%+7.9pp | 76.9%+3.8pp | 69.5%+11.1pp |
| Annual return | 18.66% | 21.57%-2.9pp | 25.88%-7.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,105 | $1,755-37.0% | $2,428-54.5% | $2,342-52.8% |
| Participant deferral / active EE | $2,468 | $2,987-17.4% | $3,706-33.4% | $3,332-25.9% |
| Admin fee / account holder | $341 | $4,512-92.4% | $5,608-93.9% | $4,645-92.6% |