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 | $38,749 | $58,851-34.2% | $115,157-66.4% | $72,985-46.9% |
| Participation rate | 71.9% | 65.5%+6.3pp | 75.9%-4.0pp | 69.5%+2.4pp |
| Annual return | 19.22% | 23.16%-3.9pp | 35.60%-16.4pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,113 | $1,798-38.1% | $3,179-65.0% | $2,440-54.4% |
| Participant deferral / active EE | $1,848 | $2,643-30.1% | $4,168-55.7% | $3,607-48.8% |
| Admin fee / account holder | $5,797 | $6,370-9.0% | $7,088-18.2% | $5,124+13.1% |