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 | $30,823 | $89,355-65.5% | $141,162-78.2% | $72,985-57.8% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 24.05% | 111.85%-87.8pp | 71.39%-47.3pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,580 | $3,114-17.2% | $4,735-45.5% | $2,440+5.7% |
| Participant deferral / active EE | $4,730 | $5,418-12.7% | $6,709-29.5% | $3,607+31.1% |
| Admin fee / account holder | $4,939 | $5,958-17.1% | $10,261-51.9% | $5,124-3.6% |