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 | $32,511 | $67,606-51.9% | $82,313-60.5% | $70,131-53.6% |
| Participation rate | 86.8% | 72.8%+14.1pp | 76.9%+9.9pp | 69.5%+17.3pp |
| Annual return | 16.85% | 21.57%-4.7pp | 25.88%-9.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,784 | $1,755+58.7% | $2,428+14.7% | $2,342+18.9% |
| Participant deferral / active EE | $4,522 | $2,987+51.4% | $3,706+22.0% | $3,332+35.7% |
| Admin fee / account holder | $4,854 | $4,512+7.6% | $5,608-13.4% | $4,645+4.5% |