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 | $25,160 | $53,777-53.2% | $134,143-81.2% | $79,858-68.5% |
| Participation rate | 96.0% | 58.8%+37.2pp | 72.2%+23.8pp | 69.6%+26.4pp |
| Annual return | 16.75% | 19.01%-2.3pp | 36.33%-19.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,079 | $1,321-18.3% | $3,704-70.9% | $2,471-56.3% |
| Participant deferral / active EE | $2,772 | $2,420+14.6% | $3,499-20.8% | $3,740-25.9% |
| Admin fee / account holder | $1,040 | $3,984-73.9% | $6,684-84.4% | $5,306-80.4% |