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 | $29,955 | $70,475-57.5% | $100,516-70.2% | $79,858-62.5% |
| Participation rate | 95.2% | 73.7%+21.6pp | 79.4%+15.8pp | 69.6%+25.6pp |
| Annual return | 18.13% | 21.90%-3.8pp | 30.89%-12.8pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,798 | $2,165+29.3% | $3,418-18.1% | $2,471+13.3% |
| Participant deferral / active EE | $5,243 | $5,181+1.2% | $6,270-16.4% | $3,740+40.2% |
| Admin fee / account holder | $1,609 | $4,478-64.1% | $8,081-80.1% | $5,306-69.7% |