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 | $40,636 | $78,926-48.5% | $136,749-70.3% | $84,808-52.1% |
| Participation rate | 77.4% | 62.2%+15.2pp | 72.1%+5.3pp | 68.3%+9.1pp |
| Annual return | 16.98% | 18.17%-1.2pp | 24.33%-7.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,306 | $2,134+8.0% | $3,400-32.2% | $2,631-12.4% |
| Participant deferral / active EE | $3,792 | $3,168+19.7% | $4,692-19.2% | $4,212-10.0% |
| Admin fee / account holder | $4,673 | $6,369-26.6% | $11,386-59.0% | $7,344-36.4% |