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 | $44,976 | $140,588-68.0% | $123,104-63.5% | $125,391-64.1% |
| Participation rate | 90.0% | 88.2%+1.8pp | 86.8%+3.2pp | 83.2%+6.8pp |
| Annual return | -0.70% | 16.80%-17.5pp | 13.22%-13.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,100 | $6,041-65.2% | $5,151-59.2% | $4,866-56.8% |
| Participant deferral / active EE | $3,622 | $6,980-48.1% | $6,230-41.9% | $5,352-32.3% |
| Admin fee / account holder | $938 | $11,198-91.6% | $9,015-89.6% | $9,540-90.2% |