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 | $37,484 | $72,492-48.3% | $87,100-57.0% | $72,985-48.6% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 30.34% | 24.46%+5.9pp | 28.19%+2.1pp | 81.00%-50.7pp |
| Employer contribution / active EE | $1,809 | $1,894-4.5% | $2,521-28.2% | $2,440-25.8% |
| Participant deferral / active EE | $4,019 | $3,270+22.9% | $4,049-0.7% | $3,607+11.4% |
| Admin fee / account holder | $11,678 | $5,055+131.0% | $7,497+55.8% | $5,124+127.9% |