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 | $27,153 | $74,927-63.8% | $101,794-73.3% | $84,808-68.0% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.2%+10.8pp | 68.3%+11.7pp |
| Annual return | 33.94% | 18.70%+15.2pp | 30.53%+3.4pp | 40.90%-7.0pp |
| Employer contribution / active EE | $1,753 | $1,522+15.2% | $2,289-23.4% | $2,631-33.4% |
| Participant deferral / active EE | $2,685 | $3,099-13.4% | $4,084-34.3% | $4,212-36.2% |
| Admin fee / account holder | $5,239 | $6,514-19.6% | $8,777-40.3% | $7,344-28.7% |