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 | $33,398 | $95,266-64.9% | $82,389-59.5% | $142,382-76.5% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.5%+0.5pp | 80.1%-10.1pp |
| Annual return | 14.75% | 25.74%-11.0pp | 28.67%-13.9pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,092 | $2,991-63.5% | $2,517-56.6% | $4,299-74.6% |
| Participant deferral / active EE | $1,314 | $4,809-72.7% | $4,155-68.4% | $6,507-79.8% |
| Admin fee / account holder | $486 | $8,563-94.3% | $7,231-93.3% | $12,624-96.1% |