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 | $43,324 | $73,933-41.4% | $96,683-55.2% | $75,163-42.4% |
| Participation rate | 91.8% | 66.4%+25.4pp | 74.3%+17.5pp | 67.2%+24.6pp |
| Annual return | 13.90% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,629 | $2,928-44.4% | $3,737-56.4% | $2,670-39.0% |
| Participant deferral / active EE | $3,374 | $3,659-7.8% | $4,878-30.8% | $4,125-18.2% |
| Admin fee / account holder | $1,426 | $5,216-72.7% | $6,730-78.8% | $5,651-74.8% |