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 | $36,642 | $49,227-25.6% | $70,449-48.0% | $79,858-54.1% |
| Participation rate | 80.4% | 69.2%+11.2pp | 75.1%+5.3pp | 69.6%+10.7pp |
| Annual return | 15.78% | 30.06%-14.3pp | 109.03%-93.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,411 | $2,099-32.8% | $2,737-48.4% | $2,471-42.9% |
| Participant deferral / active EE | $3,243 | $2,768+17.2% | $3,709-12.5% | $3,740-13.3% |
| Admin fee / account holder | $3,725 | $2,878+29.4% | $3,845-3.1% | $5,306-29.8% |