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 | $33,982 | $72,492-53.1% | $87,100-61.0% | $72,985-53.4% |
| Participation rate | 78.8% | 72.8%+6.0pp | 76.9%+2.0pp | 69.5%+9.3pp |
| Annual return | 16.00% | 24.46%-8.5pp | 28.19%-12.2pp | 81.00%-65.0pp |
| Employer contribution / active EE | $1,923 | $1,894+1.6% | $2,521-23.7% | $2,440-21.2% |
| Participant deferral / active EE | $2,989 | $3,270-8.6% | $4,049-26.2% | $3,607-17.1% |
| Admin fee / account holder | $1,498 | $5,055-70.4% | $7,497-80.0% | $5,124-70.8% |