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 | $41,469 | $95,803-56.7% | $113,168-63.4% | $84,808-51.1% |
| Participation rate | 96.6% | 72.9%+23.7pp | 76.6%+20.0pp | 68.3%+28.2pp |
| Annual return | 14.23% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,872 | $2,360+21.7% | $2,975-3.5% | $2,631+9.1% |
| Participant deferral / active EE | $1,973 | $4,242-53.5% | $5,107-61.4% | $4,212-53.1% |
| Admin fee / account holder | $9,297 | $8,989+3.4% | $12,068-23.0% | $7,344+26.6% |