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 | $41,404 | $72,492-42.9% | $87,100-52.5% | $72,985-43.3% |
| Participation rate | 77.4% | 72.8%+4.6pp | 76.9%+0.6pp | 69.5%+7.9pp |
| Annual return | 18.46% | 24.46%-6.0pp | 28.19%-9.7pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,071 | $1,894-43.5% | $2,521-57.5% | $2,440-56.1% |
| Participant deferral / active EE | $3,101 | $3,270-5.2% | $4,049-23.4% | $3,607-14.0% |
| Admin fee / account holder | $5,887 | $5,055+16.5% | $7,497-21.5% | $5,124+14.9% |