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 | $32,675 | $81,460-59.9% | $103,333-68.4% | $80,856-59.6% |
| Participation rate | 73.6% | 66.8%+6.7pp | 74.5%-0.9pp | 67.6%+5.9pp |
| Annual return | 17.97% | 25.55%-7.6pp | 24.88%-6.9pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,035 | $3,105-34.5% | $3,868-47.4% | $2,755-26.1% |
| Participant deferral / active EE | $3,953 | $3,869+2.2% | $5,057-21.8% | $4,296-8.0% |
| Admin fee / account holder | $2,342 | $6,566-64.3% | $8,355-72.0% | $6,918-66.1% |