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 | $43,206 | $95,266-54.6% | $82,389-47.6% | $142,382-69.7% |
| Participation rate | 86.7% | 74.5%+12.2pp | 69.5%+17.1pp | 80.1%+6.5pp |
| Annual return | 11.10% | 25.74%-14.6pp | 28.67%-17.6pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,696 | $2,991-9.9% | $2,517+7.1% | $4,299-37.3% |
| Participant deferral / active EE | $3,330 | $4,809-30.8% | $4,155-19.8% | $6,507-48.8% |
| Admin fee / account holder | $12,203 | $8,563+42.5% | $7,231+68.8% | $12,624-3.3% |