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 | $32,852 | $99,341-66.9% | $84,750-61.2% | $273,961-88.0% |
| Participation rate | 78.9% | 80.7%-1.7pp | 76.6%+2.4pp | 83.0%-4.1pp |
| Annual return | 6.09% | 22.93%-16.8pp | 22.78%-16.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $893 | $4,214-78.8% | $3,574-75.0% | $4,869-81.7% |
| Participant deferral / active EE | $1,649 | $4,269-61.4% | $3,712-55.6% | $5,287-68.8% |
| Admin fee / account holder | $829 | $6,644-87.5% | $5,332-84.5% | $10,132-91.8% |