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 | $33,995 | $90,503-62.4% | $78,689-56.8% | $273,961-87.6% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 8.15% | 75.60%-67.5pp | 62.18%-54.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,075 | $3,176-34.7% | $2,851-27.2% | $4,869-57.4% |
| Participant deferral / active EE | $2,529 | $3,901-35.2% | $3,517-28.1% | $5,287-52.2% |
| Admin fee / account holder | $393 | $5,263-92.5% | $4,510-91.3% | $10,132-96.1% |