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 | $29,962 | $37,426-19.9% | $77,482-61.3% | $79,858-62.5% |
| Participation rate | 70.8% | 41.5%+29.3pp | 54.2%+16.6pp | 69.6%+1.2pp |
| Annual return | 13.65% | 39.70%-26.0pp | 54.79%-41.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $969 | $637+52.3% | $986-1.7% | $2,471-60.8% |
| Participant deferral / active EE | $2,094 | $1,260+66.2% | $1,861+12.5% | $3,740-44.0% |
| Admin fee / account holder | $1,635 | $2,504-34.7% | $2,858-42.8% | $5,306-69.2% |