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 | $36,823 | $68,719-46.4% | $91,541-59.8% | $84,808-56.6% |
| Participation rate | 95.2% | 64.5%+30.7pp | 69.8%+25.5pp | 68.3%+26.9pp |
| Annual return | 18.33% | 19.12%-0.8pp | 20.50%-2.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,783 | $1,920-7.1% | $2,505-28.8% | $2,631-32.2% |
| Participant deferral / active EE | $4,171 | $3,136+33.0% | $4,008+4.1% | $4,212-1.0% |
| Admin fee / account holder | $2,127 | $5,786-63.2% | $6,956-69.4% | $7,344-71.0% |