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 | $31,755 | $80,717-60.7% | $154,803-79.5% | $84,808-62.6% |
| Participation rate | 70.9% | 66.8%+4.1pp | 78.1%-7.2pp | 68.3%+2.6pp |
| Annual return | 15.65% | 37.96%-22.3pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,042 | $2,761-62.3% | $4,305-75.8% | $2,631-60.4% |
| Participant deferral / active EE | $2,032 | $3,303-38.5% | $5,540-63.3% | $4,212-51.8% |
| Admin fee / account holder | $5,758 | $6,746-14.6% | $14,329-59.8% | $7,344-21.6% |