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 | $37,708 | $68,719-45.1% | $91,541-58.8% | $84,808-55.5% |
| Participation rate | 80.0% | 64.5%+15.5pp | 69.8%+10.2pp | 68.3%+11.7pp |
| Annual return | 12.90% | 19.12%-6.2pp | 20.50%-7.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,957 | $1,920+1.9% | $2,505-21.9% | $2,631-25.6% |
| Participant deferral / active EE | $2,542 | $3,136-18.9% | $4,008-36.6% | $4,212-39.6% |
| Admin fee / account holder | $14,192 | $5,786+145.3% | $6,956+104.0% | $7,344+93.3% |