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 | $34,805 | $65,041-46.5% | $90,951-61.7% | $79,858-56.4% |
| Participation rate | 93.0% | 61.6%+31.4pp | 69.0%+24.0pp | 69.6%+23.4pp |
| Annual return | 17.52% | 30.45%-12.9pp | 134.60%-117.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,015 | $1,247-18.6% | $2,122-52.2% | $2,471-58.9% |
| Participant deferral / active EE | $2,626 | $2,512+4.6% | $3,373-22.1% | $3,740-29.8% |
| Admin fee / account holder | $6,208 | $4,536+36.9% | $5,959+4.2% | $5,306+17.0% |