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 5-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 | $29,022 | $49,915-41.9% | $154,803-81.3% | $74,304-60.9% |
| Participation rate | 74.3% | 54.0%+20.3pp | 78.1%-3.8pp | 60.3%+13.9pp |
| Annual return | 23.35% | 34.06%-10.7pp | 58.88%-35.5pp | 29.43%-6.1pp |
| Employer contribution / active EE | $2,184 | $1,611+35.6% | $4,305-49.3% | $2,241-2.5% |
| Participant deferral / active EE | $4,076 | $2,255+80.8% | $5,540-26.4% | $3,767+8.2% |
| Admin fee / account holder | $4,434 | $2,189+102.6% | $14,329-69.1% | $2,969+49.4% |