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 | $34,541 | $80,968-57.3% | $96,544-64.2% | $75,163-54.0% |
| Participation rate | 84.1% | 71.8%+12.3pp | 76.0%+8.1pp | 67.2%+16.9pp |
| Annual return | 14.66% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,892 | $2,282-17.1% | $2,965-36.2% | $2,670-29.2% |
| Participant deferral / active EE | $4,499 | $3,928+14.5% | $4,851-7.2% | $4,125+9.1% |
| Admin fee / account holder | $14,437 | $6,724+114.7% | $8,252+74.9% | $5,651+155.5% |