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 5-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 | $36,558 | $60,349-39.4% | $74,183-50.7% | $62,891-41.9% |
| Participation rate | 98.7% | 72.7%+26.0pp | 76.6%+22.1pp | 69.3%+29.4pp |
| Annual return | 10.84% | 21.37%-10.5pp | 17.74%-6.9pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,511 | $1,680-10.1% | $2,370-36.2% | $2,281-33.7% |
| Participant deferral / active EE | $2,952 | $2,856+3.4% | $3,550-16.8% | $3,203-7.8% |
| Admin fee / account holder | $7,248 | $4,261+70.1% | $5,586+29.8% | $4,296+68.7% |