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 | $42,877 | $109,881-61.0% | $150,045-71.4% | $84,808-49.4% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 14.62% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,227 | $3,561-37.5% | $4,693-52.6% | $2,631-15.4% |
| Participant deferral / active EE | $7,078 | $6,636+6.7% | $7,997-11.5% | $4,212+68.1% |
| Admin fee / account holder | $14,203 | $8,568+65.8% | $13,435+5.7% | $7,344+93.4% |