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 | $39,640 | $67,411-41.2% | $91,001-56.4% | $70,131-43.5% |
| Participation rate | 96.4% | 71.4%+25.1pp | 75.6%+20.8pp | 69.5%+26.9pp |
| Annual return | 13.66% | -40.16%+53.8pp | 4.60%+9.1pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,566 | $1,786+43.7% | $2,456+4.5% | $2,342+9.6% |
| Participant deferral / active EE | $2,640 | $2,823-6.5% | $3,547-25.6% | $3,332-20.8% |
| Admin fee / account holder | $585 | $4,236-86.2% | $5,417-89.2% | $4,645-87.4% |