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 | $38,685 | $49,227-21.4% | $70,449-45.1% | $79,858-51.6% |
| Participation rate | 95.2% | 69.2%+26.0pp | 75.1%+20.1pp | 69.6%+25.5pp |
| Annual return | 13.57% | 30.06%-16.5pp | 109.03%-95.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,800 | $2,099+33.4% | $2,737+2.3% | $2,471+13.3% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,638 | $2,878-43.1% | $3,845-57.4% | $5,306-69.1% |