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 | $39,698 | $105,630-62.4% | $87,507-54.6% | $273,961-85.5% |
| Participation rate | 86.4% | 78.2%+8.2pp | 73.8%+12.5pp | 83.0%+3.3pp |
| Annual return | 7.90% | 12.25%-4.4pp | 12.21%-4.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,864 | $3,141-40.6% | $2,550-26.9% | $4,869-61.7% |
| Participant deferral / active EE | $4,138 | $3,601+14.9% | $3,149+31.4% | $5,287-21.7% |
| Admin fee / account holder | $4,766 | $4,781-0.3% | $4,221+12.9% | $10,132-53.0% |