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 | $31,042 | $49,227-36.9% | $70,449-55.9% | $79,858-61.1% |
| Participation rate | 90.2% | 69.2%+21.0pp | 75.1%+15.1pp | 69.6%+20.6pp |
| Annual return | 14.23% | 30.06%-15.8pp | 109.03%-94.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $3,172 | $2,099+51.1% | $2,737+15.9% | $2,471+28.4% |
| Participant deferral / active EE | $1,746 | $2,768-36.9% | $3,709-52.9% | $3,740-53.3% |
| Admin fee / account holder | $4,677 | $2,878+62.5% | $3,845+21.6% | $5,306-11.9% |