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 | $24,201 | $58,828-58.9% | $77,999-69.0% | $62,891-61.5% |
| Participation rate | 80.8% | 71.1%+9.7pp | 75.5%+5.2pp | 69.3%+11.5pp |
| Annual return | 8.46% | 17.16%-8.7pp | 425.96%-417.5pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,807 | $1,672+8.1% | $2,470-26.8% | $2,281-20.8% |
| Participant deferral / active EE | $3,560 | $2,686+32.6% | $3,497+1.8% | $3,203+11.2% |
| Admin fee / account holder | $1,129 | $4,393-74.3% | $5,480-79.4% | $4,296-73.7% |