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 | $42,366 | $64,324-34.1% | $118,925-64.4% | $79,858-46.9% |
| Participation rate | 72.2% | 64.9%+7.4pp | 75.4%-3.2pp | 69.6%+2.6pp |
| Annual return | 12.06% | 86.45%-74.4pp | 35.88%-23.8pp | 31.71%-19.7pp |
| Employer contribution / active EE | $848 | $1,836-53.8% | $3,263-74.0% | $2,471-65.7% |
| Participant deferral / active EE | $2,646 | $2,824-6.3% | $4,265-38.0% | $3,740-29.3% |
| Admin fee / account holder | $1,879 | $4,040-53.5% | $6,581-71.4% | $5,306-64.6% |