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 | $35,305 | $86,929-59.4% | $102,423-65.5% | $80,856-56.3% |
| Participation rate | 75.6% | 72.4%+3.3pp | 76.5%-0.8pp | 67.6%+8.0pp |
| Annual return | 16.53% | 18.88%-2.4pp | 29.32%-12.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,793 | $2,369-24.3% | $3,023-40.7% | $2,755-34.9% |
| Participant deferral / active EE | $4,591 | $4,118+11.5% | $5,053-9.2% | $4,296+6.9% |
| Admin fee / account holder | $9,052 | $8,049+12.5% | $9,451-4.2% | $6,918+30.8% |