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 7-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 | $30,461 | $74,927-59.3% | $101,794-70.1% | $84,808-64.1% |
| Participation rate | 72.9% | 61.4%+11.5pp | 69.2%+3.7pp | 68.3%+4.6pp |
| Annual return | 16.60% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $616 | $1,522-59.5% | $2,289-73.1% | $2,631-76.6% |
| Participant deferral / active EE | $3,721 | $3,099+20.1% | $4,084-8.9% | $4,212-11.7% |
| Admin fee / account holder | $5,404 | $6,514-17.0% | $8,777-38.4% | $7,344-26.4% |