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 | $35,151 | $48,795-28.0% | $65,493-46.3% | $84,808-58.6% |
| Participation rate | 96.2% | 67.0%+29.2pp | 73.1%+23.1pp | 68.3%+27.9pp |
| Annual return | 15.27% | 20.20%-4.9pp | 982.45%-967.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,034 | $1,930+5.4% | $2,574-21.0% | $2,631-22.7% |
| Participant deferral / active EE | $3,625 | $2,928+23.8% | $3,961-8.5% | $4,212-13.9% |
| Admin fee / account holder | $2,845 | $3,877-26.6% | $5,028-43.4% | $7,344-61.3% |