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 | $38,353 | $90,503-57.6% | $78,689-51.3% | $273,961-86.0% |
| Participation rate | 88.2% | 76.5%+11.7pp | 73.6%+14.7pp | 83.0%+5.2pp |
| Annual return | 5.49% | 75.60%-70.1pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,842 | $3,176-42.0% | $2,851-35.4% | $4,869-62.2% |
| Participant deferral / active EE | $3,395 | $3,901-13.0% | $3,517-3.5% | $5,287-35.8% |
| Admin fee / account holder | $4,039 | $5,263-23.3% | $4,510-10.4% | $10,132-60.1% |