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 | $32,439 | $74,927-56.7% | $101,794-68.1% | $84,808-61.8% |
| Participation rate | 84.4% | 61.4%+23.0pp | 69.2%+15.3pp | 68.3%+16.1pp |
| Annual return | 17.30% | 18.70%-1.4pp | 30.53%-13.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,071 | $1,522+36.1% | $2,289-9.5% | $2,631-21.3% |
| Participant deferral / active EE | $3,370 | $3,099+8.7% | $4,084-17.5% | $4,212-20.0% |
| Admin fee / account holder | $3,818 | $6,514-41.4% | $8,777-56.5% | $7,344-48.0% |