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 | $36,221 | $99,341-63.5% | $84,750-57.3% | $273,961-86.8% |
| Participation rate | 78.6% | 80.7%-2.1pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 2.91% | 22.93%-20.0pp | 22.78%-19.9pp | 41.45%-38.5pp |
| Employer contribution / active EE | $2,729 | $4,214-35.2% | $3,574-23.7% | $4,869-44.0% |
| Participant deferral / active EE | $5,199 | $4,269+21.8% | $3,712+40.1% | $5,287-1.7% |
| Admin fee / account holder | $750 | $6,644-88.7% | $5,332-85.9% | $10,132-92.6% |