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 | $40,451 | $80,673-49.9% | $101,326-60.1% | $84,808-52.3% |
| Participation rate | 96.0% | 77.8%+18.2pp | 81.5%+14.5pp | 68.3%+27.7pp |
| Annual return | 15.59% | 38.95%-23.4pp | 36.82%-21.2pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,107 | $2,698-59.0% | $3,665-69.8% | $2,631-57.9% |
| Participant deferral / active EE | $6,787 | $6,840-0.8% | $7,994-15.1% | $4,212+61.1% |
| Admin fee / account holder | $17,458 | $12,784+36.6% | $11,185+56.1% | $7,344+137.7% |