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 | $31,189 | $60,022-48.0% | $88,946-64.9% | $84,808-63.2% |
| Participation rate | 97.7% | 57.8%+39.9pp | 68.8%+28.9pp | 68.3%+29.4pp |
| Annual return | 16.69% | 22.43%-5.7pp | 57.82%-41.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,275 | $1,703+33.6% | $2,555-10.9% | $2,631-13.5% |
| Participant deferral / active EE | $4,428 | $3,114+42.2% | $4,581-3.4% | $4,212+5.1% |
| Admin fee / account holder | $2,870 | $4,811-40.3% | $8,261-65.3% | $7,344-60.9% |