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 | $36,828 | $94,625-61.1% | $116,228-68.3% | $84,808-56.6% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.6%+12.9pp | 68.3%+19.2pp |
| Annual return | 14.67% | 20.40%-5.7pp | 90.06%-75.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,631 | $2,347-30.5% | $2,994-45.5% | $2,631-38.0% |
| Participant deferral / active EE | $3,046 | $3,972-23.3% | $4,953-38.5% | $4,212-27.7% |
| Admin fee / account holder | $12,518 | $10,091+24.0% | $11,989+4.4% | $7,344+70.5% |