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 | $45,543 | $72,492-37.2% | $87,100-47.7% | $72,985-37.6% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.9%+16.9pp | 69.5%+24.3pp |
| Annual return | 21.86% | 24.46%-2.6pp | 28.19%-6.3pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,856 | $1,894-2.0% | $2,521-26.4% | $2,440-23.9% |
| Participant deferral / active EE | $2,200 | $3,270-32.7% | $4,049-45.7% | $3,607-39.0% |
| Admin fee / account holder | $414 | $5,055-91.8% | $7,497-94.5% | $5,124-91.9% |