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 | $36,016 | $74,927-51.9% | $101,794-64.6% | $84,808-57.5% |
| Participation rate | 72.0% | 61.4%+10.6pp | 69.2%+2.8pp | 68.3%+3.7pp |
| Annual return | 19.73% | 18.70%+1.0pp | 30.53%-10.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,231 | $1,522+46.6% | $2,289-2.6% | $2,631-15.2% |
| Participant deferral / active EE | $4,240 | $3,099+36.8% | $4,084+3.8% | $4,212+0.7% |
| Admin fee / account holder | $10,267 | $6,514+57.6% | $8,777+17.0% | $7,344+39.8% |